Retirement plan

CRAFTWATER ENGINEERING, INC. 401K PLAN

Name: CRAFTWATER ENGINEERING, INC. - CRAFTWATER ENGINEERING, INC. 401K PLAN (2025) Form 5500
Creator: CRAFTWATER ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAFTWATER ENGINEERING, INC. 401K PLAN, CRAFTWATER ENGINEERING, INC.

CRAFTWATER ENGINEERING, INC.EIN 83-4491771Plan #001PY 2025

11750 SORRENTO VALLEY ROAD, SUITE 100 - SAN DIEGO, CA 92121619-887-4909

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+46.8% from 2024

Total participants

+53.1% from 2024

Average account balance

$73,842

-2.1% from 2024

Annual return

30.16%

-8.02 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

Not enough data

1 years with per-participant data

Participants with account balance

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

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

104.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$379K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+30.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$758

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

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

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.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$34K

$793 / participant

Other / not subdivided$34K100.0%

% of EOY assets

1.027%

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

$73,842

$106,864-30.9%

$147,318-49.9%

$82,637-10.6%

Participation rate

90.7%

75.5%+15.2pp

82.1%+8.6pp

68.1%+22.6pp

Annual return

30.16%

27.49%+2.7pp

70.43%-40.3pp

53.51%-23.3pp

Employer contribution / active EE

$3,144

$3,417-8.0%

$4,593-31.5%

$2,552+23.2%

Participant deferral / active EE

$5,681

$6,496-12.5%

$7,906-28.1%

$4,126+37.7%

Admin fee / account holder

$758

$8,415-91.0%

$13,708-94.5%

$7,339-89.7%

CRAFTWATER ENGINEERING, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRAFTWATER ENGINEERING, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

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