Plan Ledger DOL Form 5500 · updated monthly

The Crown Capital Fund, LLC401(k)

THE CROWN CAPITAL FUND, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Crown Capital Fund, LLC reported $57,683 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,682 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 819th-largest of 2,160 plans among Georgia employers on file, and 2,913th of 4,798 in finance & insurance. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,867,595
Participants with balances319
Active participants421
Employer contributions$708,100
Employee contributions$1,466,408
Employer contribution per active participant$1,682
Average account balance$68,550
Benefits paid to participants$4,173,232
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$57,683
Total administrative$57,683
The The Crown Capital Fund, LLC 401(k) match · 2024
Employer contribution per active participant$1,682
Median for plans this size$2,416

The Crown Capital Fund, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan) · Investment management$38,467

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$57,683 · 0.27%
Similar plansFinance & Insurance · Georgia
Metro City Bank GA$24.0M · 0.19%
Kinetic Credit Union GA$21.2M · 0.36%
Merchant Esolutions, Inc. GA$19.9M · 0.47%
Southeastern Bank GA$19.4M · 0.15%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 874250871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.