Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Crusoe Energy Systems
Crusoe Energy Systems 401(k)
- Professional, scientific, and technical services
- Denver, CO
- EIN 83-1941319
- 1 plan with Schedule H financials
- Plan year 2024
- Crusoe Energy Systems Inc.
- filed as Crusoe Energy Systems Inc
Administrative expenses excluding investment management, per participant · Crusoe Energy Systems Inc 401(k) Plan · plan year 2024
$59.48
Higher than 29% of the 24,371 plans $10 to 50M that report it.
Source
= $37,888 / 637
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251113130727NAL0000719491001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113130727NAL0000719491001, received 2025-11-13
Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-11-13.
Cost and contributions
Administrative expenses per participant
$59.48
Higher than 18% of the 25,098 plans $10 to 50M that report it.
Source
= $37,888 / 637
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113130727NAL0000719491001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113130727NAL0000719491001, received 2025-11-13
Administrative expenses as a share of assets
0.245%
Higher than 42% of the 25,132 plans $10 to 50M that report it.
Source
= $37,888 / $15,456,347
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113130727NAL0000719491001, received 2025-11-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251113130727NAL0000719491001, received 2025-11-13
Employer contributions per participant
$3,065
Higher than 74% of the 24,050 plans $10 to 50M that report it.
Source
= $1,952,618 / 637
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113130727NAL0000719491001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113130727NAL0000719491001, received 2025-11-13
Employer share of total contributions
28.7%
Higher than 53% of the 24,084 plans $10 to 50M that report it.
Source
= $1,952,618 / $6,802,871
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113130727NAL0000719491001, received 2025-11-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251113130727NAL0000719491001, received 2025-11-13
Plan terms, as stated in Crusoe Energy Systems Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2S pre-approved plan document · 2E profit-sharing · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251113130727NAL0000719491001, received 2025-11-13
Full record, Crusoe Energy Systems Inc 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CRUSOE ENERGY SYSTEMS INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Plan name | CRUSOE ENERGY SYSTEMS INC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Sponsor EIN / plan number | 83-1941319 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Sponsor location | DENVER, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Industry (business code) | 541513, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Filing received | 2025-11-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Participants, beginning of year | 397 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Active participants | 513 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Participants, end of year | 639 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Participants with an account balance | 637 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Total assets, beginning of year | $7,253,563 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Total assets, end of year | $15,456,347 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Net assets, end of year | $15,456,347 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Total income | $8,266,329 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Net income | $7,343,808 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Employer contributions | $1,952,618 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Participant contributions | $3,845,872 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Other contributions (incl. rollovers) | $1,004,381 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Total contributions | $6,802,871 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Benefit payments | $884,633 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Total expenses (incl. benefit payments) | $922,521 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Total administrative expenses | $37,888 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Contract administrator fees | $37,888 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Administrative expenses excluding investment management | $37,888 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Held in mutual funds | $15,087,919 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251113130727NAL0000719491001, received 2025-11-13 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251113130727NAL0000719491001, received 2025-11-13 |
Position = column in the DOL layout for form year 2024. Filing 20251113130727NAL0000719491001, received 2025-11-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing; 99 Other fees; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 68 Soft dollars commissions | $37,888 | 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 20251113130727NAL0000719491001, received 2025-11-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $7,253,563 | $15,456,347 | 113.1% |
| Participants with a balance | 297 | 637 | 114.5% |
| Administrative expenses | $25,381 | $37,888 | 49.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,167,528 | $1,952,618 | 67.2% |
Prior filing 20241011111606NAL0012414387001, received 2024-10-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CRUSOE ENERGY SYSTEMS INC; SEC registrant: Crusoe Energy Systems Inc. (CIK 1770688, matched by EIN).