Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Crowley Holdings
Crowley Holdings 401(k)
- Transportation and warehousing
- Jacksonville, FL
- EIN 51-0667862
- 1 plan with Schedule H financials
- Plan year 2024
- Crowley Holdings, Inc.
- filed as Crowley Holdings Inc.
Filed as negative.Schedule H line 2i(3) is reported as -$86,081. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Administrative expenses excluding investment management, per participant · Crowley Retirement Income System Plan RSA · plan year 2024
$5.63
Higher than 4% of the 2,324 plans $250M to 1B that report it.
Source
= $12,589 / 2,235
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015083605NAL0004081153001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015083605NAL0004081153001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$100.77
Higher than 59% of the 2,405 plans $250M to 1B that report it.
Source
= $225,216 / 2,235
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015083605NAL0004081153001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015083605NAL0004081153001, received 2025-10-15
Administrative expenses as a share of assets
0.055%
Higher than 37% of the 2,407 plans $250M to 1B that report it.
Source
= $225,216 / $410,639,545
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015083605NAL0004081153001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015083605NAL0004081153001, received 2025-10-15
Employer contributions per participant
$5,108
Higher than 74% of the 2,457 plans $250M to 1B that report it.
Source
= $11,417,099 / 2,235
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015083605NAL0004081153001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015083605NAL0004081153001, received 2025-10-15
Employer share of total contributions
35.5%
Higher than 64% of the 2,459 plans $250M to 1B that report it.
Source
= $11,417,099 / $32,135,230
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015083605NAL0004081153001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015083605NAL0004081153001, received 2025-10-15
Plan terms, as stated in Crowley Holdings, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015083605NAL0004081153001, received 2025-10-15
Full record, Crowley Retirement Income System Plan RSA
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CROWLEY HOLDINGS INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Plan name | CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Sponsor EIN / plan number | 51-0667862 / 007 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Sponsor location | JACKSONVILLE, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Industry (business code) | 483000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Participants, beginning of year | 2,422 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Active participants | 1,548 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Participants, end of year | 2,285 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Participants with an account balance | 2,235 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Total assets, beginning of year | $375,087,076 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Total assets, end of year | $410,639,545 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Net assets, end of year | $410,639,545 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Total income | $96,860,984 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Net income | $35,468,907 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Employer contributions | $11,417,099 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Participant contributions | $18,391,083 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $2,327,048 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Total contributions | $32,135,230 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Benefit payments | $61,117,063 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $61,392,077 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Total administrative expenses | $225,216 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Recordkeeping fees | -$86,081 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Investment advisory and management fees | $212,627 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Administrative expenses excluding investment management | $12,589 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Held in common/collective trusts | $18,364,808 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Held in mutual funds | $379,952,761 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015083605NAL0004081153001, received 2025-10-15 |
| Independent auditor | ASSURANCE DIMENSIONS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015083605NAL0004081153001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015083605NAL0004081153001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CAPITAL RESEARCH & CONSULTING LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan); 28 Investment management | $161,767 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $147,818 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $-86,081 | yes |
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 20251015083605NAL0004081153001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $375,087,076 | $410,639,545 | 9.5% |
| Participants with a balance | 2,365 | 2,235 | -5.5% |
| Administrative expenses | $130,749 | $225,216 | 72.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $11,818,895 | $11,417,099 | -3.4% |
Prior filing 20241104093737NAL0006619217001, received 2024-11-04; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CROWLEY HOLDINGS INC.; SEC registrant: Crowley Holdings, Inc. (CIK 1590740, matched by EIN).