401k Record

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CrowdStreet 401(k)

Recordkeeping fees per participant · Crowdstreet, Inc. 401(k) Plan · plan year 2024

$120.20

Higher than 69% of the 7,477 plans $1 to 10M that report it.

Source

= $24,762 / 206
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911160125NAL0000643953001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911160125NAL0000643953001, received 2025-09-11

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-11.

Cost and contributions

Administrative expenses excluding investment management, per participant

$150.79

10th: $13.66median $103.3390th: $302.77

Higher than 66% of the 14,713 plans $1 to 10M that report it.

Source

= $31,062 / 206
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911160125NAL0000643953001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911160125NAL0000643953001, received 2025-09-11

Administrative expenses per participant

$183.11

10th: $19.42median $150.2790th: $370.75

Higher than 58% of the 15,210 plans $1 to 10M that report it.

Source

= $37,721 / 206
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911160125NAL0000643953001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911160125NAL0000643953001, received 2025-09-11

Administrative expenses as a share of assets

0.410%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 39% of the 15,243 plans $1 to 10M that report it.

Source

= $37,721 / $9,193,262
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911160125NAL0000643953001, received 2025-09-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911160125NAL0000643953001, received 2025-09-11

Employer contributions per participant

$600

10th: $357median $1,32390th: $2,861

Higher than 20% of the 13,342 plans $1 to 10M that report it.

Source

= $123,619 / 206
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911160125NAL0000643953001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911160125NAL0000643953001, received 2025-09-11

Employer share of total contributions

7.6%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 5% of the 13,370 plans $1 to 10M that report it.

Source

= $123,619 / $1,619,653
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911160125NAL0000643953001, received 2025-09-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911160125NAL0000643953001, received 2025-09-11

Plan terms, as stated in CrowdStreet, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250911160125NAL0000643953001, received 2025-09-11

Full record, Crowdstreet, Inc. 401(k) Plan

FieldValueSource
Plan sponsorCROWDSTREET, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250911160125NAL0000643953001, received 2025-09-11
Plan nameCROWDSTREET, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250911160125NAL0000643953001, received 2025-09-11
Sponsor EIN / plan number46-2977615 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250911160125NAL0000643953001, received 2025-09-11
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250911160125NAL0000643953001, received 2025-09-11
Sponsor locationAUSTIN, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250911160125NAL0000643953001, received 2025-09-11
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250911160125NAL0000643953001, received 2025-09-11
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250911160125NAL0000643953001, received 2025-09-11
Filing received2025-09-11Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250911160125NAL0000643953001, received 2025-09-11
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250911160125NAL0000643953001, received 2025-09-11
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250911160125NAL0000643953001, received 2025-09-11
Participants, beginning of year209Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250911160125NAL0000643953001, received 2025-09-11
Active participants106Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250911160125NAL0000643953001, received 2025-09-11
Participants, end of year211Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250911160125NAL0000643953001, received 2025-09-11
Participants with an account balance206Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911160125NAL0000643953001, received 2025-09-11
Total assets, beginning of year$7,248,496Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250911160125NAL0000643953001, received 2025-09-11
Total assets, end of year$9,193,262Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911160125NAL0000643953001, received 2025-09-11
Net assets, end of year$9,193,262Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250911160125NAL0000643953001, received 2025-09-11
Total income$2,893,219Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250911160125NAL0000643953001, received 2025-09-11
Net income$1,944,766Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250911160125NAL0000643953001, received 2025-09-11
Employer contributions$123,619Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911160125NAL0000643953001, received 2025-09-11
Participant contributions$1,379,304Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250911160125NAL0000643953001, received 2025-09-11
Other contributions (incl. rollovers)$116,730Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250911160125NAL0000643953001, received 2025-09-11
Total contributions$1,619,653Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911160125NAL0000643953001, received 2025-09-11
Benefit payments$910,732Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250911160125NAL0000643953001, received 2025-09-11
Total expenses (incl. benefit payments)$948,453Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250911160125NAL0000643953001, received 2025-09-11
Total administrative expenses$37,721Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911160125NAL0000643953001, received 2025-09-11
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250911160125NAL0000643953001, received 2025-09-11
Recordkeeping fees$24,762Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911160125NAL0000643953001, received 2025-09-11
IQPA audit fees$6,300Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250911160125NAL0000643953001, received 2025-09-11
Investment advisory and management fees$6,659Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250911160125NAL0000643953001, received 2025-09-11
Administrative expenses excluding investment management$31,062derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911160125NAL0000643953001, received 2025-09-11
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250911160125NAL0000643953001, received 2025-09-11
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250911160125NAL0000643953001, received 2025-09-11
Held in mutual funds$8,820,742Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250911160125NAL0000643953001, received 2025-09-11
Independent auditorBAKER TILLY US, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250911160125NAL0000643953001, received 2025-09-11

Position = column in the DOL layout for form year 2024. Filing 20250911160125NAL0000643953001, received 2025-09-11.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees $24,762yes
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $6,659no
MOSS ADAMS LLPACCOUNTANT/AUDITOR 10 Accounting (including auditing) $6,300no
NEWFRONT RETIREMENT SERVICESCONSULTANT $0no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250911160125NAL0000643953001, received 2025-09-11.

What changed since the 2023 plan year

Figure20232024Change
Total assets$7,248,496$9,193,26226.8%
Participants with a balance2022062.0%
Administrative expenses$28,747$37,72131.2%
Recordkeeping fees per participant$119.84$120.200.3%
Employer contributions$307,052$123,619-59.7%

Prior filing 20241004121120NAL0006670451001, received 2024-10-04; the plan years are contiguous.

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Sponsor name as filed: CROWDSTREET, INC.; SEC registrant: CrowdStreet, Inc. (CIK 1575074, matched by EIN).