Retirement plan

CRW INCORPORATED CASH BALANCE PLAN

Name: CRW INCORPORATED - CRW INCORPORATED CASH BALANCE PLAN (2019) Form 5500
Creator: CRW INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRW INCORPORATED CASH BALANCE PLAN, CRW INCORPORATED

CRW INCORPORATEDEIN 34-1576048Plan #003PY 2019

3716 S. ELYRIA RD. - SHREVE, OH 44676330-264-3785crwfreightmgmt.comLinkedIn51-200 employeeslogistics and supply chain

Other plans on this EIN

2 filings

#002Retirement-$629K assets #001Retirement-$622K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+40.8% from 2018

Total participants

+60.5% from 2018

Average account balance

No prior year

Annual return

8.68%

+12.66 pp from 2018

Benchmarks

See 89 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined benefit

Participants25-99

Cohort89 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1B1C1I3D3H

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$29 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.106%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,319-100.0%

$94,563-100.0%

$317,036-100.0%

Participation rate

0.0%

33.3%-33.3pp

17.9%-17.9pp

13.0%-13.0pp

Annual return

8.68%

13.52%-4.8pp

16.32%-7.6pp

13.59%-4.9pp

Employer contribution / active EE

$6,223

$21,708-71.3%

$31,806-80.4%

$14,592-57.4%

Participant deferral / active EE

$211-100.0%

$67-100.0%

Admin fee / account holder

$29,657-100.0%

CRW INCORPORATED CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRW INCORPORATED CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion