Retirement plan

CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Name: CR&R INCORPORATED - CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN (2024) Form 5500
Creator: CR&R INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN, CR&R INCORPORATED

CR&R INCORPORATEDEIN 95-2316878Plan #001PY 2024

11292 WESTERN AVENUE - STANTON, CA 90680714-372-8203crrwasteservices.comLinkedIn1001-5000 employeesenvironmental services

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$46M

+5.9% from 2023

Total participants

1,204

+17.6% from 2023

Average account balance

$45,206

-18.4% from 2023

Annual return

13.20%

-1.40 pp from 2023

Benchmarks

See 836 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort836 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$45.97M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

1,017

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.

77.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428	Recordkeeping Fees	$96,411
CONCURRENT INVESTMENT ADVISORS LLC2 years Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602	Advisory (Plan)	$30,000
WRIGHT FORD YOUNG & CO10+ years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618	Accounting	$21,248

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$148K

$181 / participant

Recordkeeping$96K65.3%
Investment mgmt$30K20.3%
Other / not subdivided$21K14.4%

% of EOY assets

0.321%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WRIGHT FORD YOUNG & CO
Auditor EIN: 953288054
Audit fees: $21,248
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,206

$45,031+0.4%

$85,009-46.8%

$77,671-41.8%

Participation rate

77.1%

48.7%+28.4pp

67.5%+9.6pp

70.6%+6.5pp

Annual return

13.20%

79.22%-66.0pp

66.47%-53.3pp

31.21%-18.0pp

Employer contribution / active EE

$952

$1,609-40.8%

$2,728-65.1%

$2,726-65.1%

Participant deferral / active EE

$3,391

$2,807+20.8%

$4,522-25.0%

$4,648-27.0%

Admin fee / account holder

$145

$912-84.1%

$6,153-97.6%

$430-66.3%

Provider

Service type

Compensation

JPMORGAN INVEST HOLDINGS LLC6 years

Service code 64 · EIN 13-2624428

Recordkeeping Fees

$96,411

CONCURRENT INVESTMENT ADVISORS LLC2 years

Service code 27

100 SOUTH ASHLEY DR · TAMPA, FL 33602

Advisory (Plan)

$30,000

WRIGHT FORD YOUNG & CO10+ years

Service code 10

16140 SAND CANYON AVE · IRVINE, CA 92618

Accounting

$21,248

CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS 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