401k Record

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Crowe 401(k)

Recordkeeping fees per participant · Crowe LLP Retirement Plan · plan year 2024

$20.77

Higher than 25% of the 790 plans over $1B that report it.

Source

= $164,804 / 7,934
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731102550NAL0012898882001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731102550NAL0012898882001, received 2025-07-31

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-04-01 to 2024-12-31, filing received 2025-07-31.

Cost and contributions

Administrative expenses excluding investment management, per participant

$20.77

10th: $9.43median $44.4790th: $97.55

Higher than 18% of the 1,045 plans over $1B that report it.

Source

= $164,804 / 7,934
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731102550NAL0012898882001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731102550NAL0012898882001, received 2025-07-31

Administrative expenses per participant

$55.86

10th: $24.33median $70.0390th: $174.36

Higher than 37% of the 1,076 plans over $1B that report it.

Source

= $443,197 / 7,934
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731102550NAL0012898882001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731102550NAL0012898882001, received 2025-07-31

Administrative expenses as a share of assets

0.035%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 36% of the 1,076 plans over $1B that report it.

Source

= $443,197 / $1,265,316,102
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731102550NAL0012898882001, received 2025-07-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731102550NAL0012898882001, received 2025-07-31

Employer contributions per participant

$1,103

10th: $1,442median $3,74490th: $8,760

Higher than 7% of the 1,135 plans over $1B that report it.

Source

= $8,754,492 / 7,934
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731102550NAL0012898882001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731102550NAL0012898882001, received 2025-07-31

Employer share of total contributions

15.8%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 5% of the 1,135 plans over $1B that report it.

Source

= $8,754,492 / $55,271,706
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731102550NAL0012898882001, received 2025-07-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731102550NAL0012898882001, received 2025-07-31

Plan terms, as stated in Crowe LLP's SEC filings

Plan terms are not published in public filings.

Plan features

3B · 2J 401(k) feature · 2E profit-sharing · 2G fully participant-directed · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2A age/service-weighted · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250731102550NAL0012898882001, received 2025-07-31

Full record, Crowe LLP Retirement Plan

FieldValueSource
Plan sponsorCROWE LLPForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250731102550NAL0012898882001, received 2025-07-31
Plan nameCROWE LLP RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250731102550NAL0012898882001, received 2025-07-31
Sponsor EIN / plan number35-0921680 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250731102550NAL0012898882001, received 2025-07-31
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250731102550NAL0012898882001, received 2025-07-31
Sponsor locationSOUTH BEND, INForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250731102550NAL0012898882001, received 2025-07-31
Industry (business code)541211, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250731102550NAL0012898882001, received 2025-07-31
Plan year2024-04-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250731102550NAL0012898882001, received 2025-07-31
Filing received2025-07-31Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250731102550NAL0012898882001, received 2025-07-31
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250731102550NAL0012898882001, received 2025-07-31
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250731102550NAL0012898882001, received 2025-07-31
Participants, beginning of year8,045Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250731102550NAL0012898882001, received 2025-07-31
Active participants4,840Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250731102550NAL0012898882001, received 2025-07-31
Participants, end of year7,985Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250731102550NAL0012898882001, received 2025-07-31
Participants with an account balance7,934Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731102550NAL0012898882001, received 2025-07-31
Total assets, beginning of year$1,203,667,496Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250731102550NAL0012898882001, received 2025-07-31
Total assets, end of year$1,265,316,102Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731102550NAL0012898882001, received 2025-07-31
Net assets, end of year$1,265,316,102Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250731102550NAL0012898882001, received 2025-07-31
Total income$147,403,670Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250731102550NAL0012898882001, received 2025-07-31
Net income$61,648,606Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250731102550NAL0012898882001, received 2025-07-31
Employer contributions$8,754,492Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731102550NAL0012898882001, received 2025-07-31
Participant contributions$37,685,552Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250731102550NAL0012898882001, received 2025-07-31
Other contributions (incl. rollovers)$8,831,662Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250731102550NAL0012898882001, received 2025-07-31
Total contributions$55,271,706Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731102550NAL0012898882001, received 2025-07-31
Benefit payments$85,309,293Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250731102550NAL0012898882001, received 2025-07-31
Total expenses (incl. benefit payments)$85,755,064Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250731102550NAL0012898882001, received 2025-07-31
Total administrative expenses$443,197Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731102550NAL0012898882001, received 2025-07-31
Recordkeeping fees$164,804Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731102550NAL0012898882001, received 2025-07-31
Investment advisory and management fees$278,393Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250731102550NAL0012898882001, received 2025-07-31
Administrative expenses excluding investment management$164,804derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731102550NAL0012898882001, received 2025-07-31
Held in common/collective trusts$1,117,878,299Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250731102550NAL0012898882001, received 2025-07-31
Held in mutual funds$124,452,462Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250731102550NAL0012898882001, received 2025-07-31
Independent auditorFRAZIER & DEETER, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250731102550NAL0012898882001, received 2025-07-31

Position = column in the DOL layout for form year 2024. Filing 20250731102550NAL0012898882001, received 2025-07-31.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
VANGUARD ADVISORS INC.NONE 26 Investment advisory (participants) $276,143no
THE VANGUARD GROUP INC.recordkeeperNONE 15 Recordkeeping and information management; 33 Securities brokerage; 37 Participant loan processing; 99 Other fees $167,054yes

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 20250731102550NAL0012898882001, received 2025-07-31.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,203,667,496$1,265,316,1025.1%
Participants with a balance7,9927,934-0.7%
Administrative expenses$511,559$443,197-13.4%
Recordkeeping fees per participant$25.98$20.77-20.0%
Employer contributions$29,749,796$8,754,492-70.6%

Prior filing 20250109115300NAL0006896723001, received 2025-01-09; the plan years are contiguous.

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Sponsor name as filed: CROWE LLP; SEC registrant: Crowe LLP (CIK 1620621, matched by EIN).