Cresa 401(K) Plan — Form 5500 plan (Cresa Global, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cresa 401(K) Plan is a benefit plan reported by Cresa Global, Inc. under EIN 81-4198347 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $18,751,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cresa Global, Inc.
- EIN
- 81-4198347
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $18,751,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241015185715NAL0029437425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,751,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,751,354
- Net assets (BOY)
- $11,849,349
Income & contributions
- Employer contributions
- $633,784
- Participant contributions
- $2,602,108
- Total contributions
- $3,757,971
- Total income / additions
- $6,300,839
Expenses & distributions
- Benefits paid
- $1,500,803
- Administrative expenses
- $93,550
- Total expenses
- $1,596,555
- Net increase / (decrease)
- $4,704,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur. Co. Of Amer. | RECORDKEEPER | $50,387 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $36,216 | not reported in the loaded dataset | 2023 |
| Aggregate Retirement Services Admin | CONTRACT ADMIN | $13,750 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,708 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | OTHER | $334 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cresa Global, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Empower Annuity Insur. Co. Of Amer. — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Aggregate Retirement Services Admin — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation