Home   >   Enterprise Holdings Retirement Savings Plan  >  Form 5500   >   Service Providers
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
The Crawford Group, Inc.

Plan:
Enterprise Holdings Retirement Savings Plan
Print Complete 5500 Print Complete 5500
 
Service Providers
Name Nature of Service Relationship to Plan Sponsor Direct Compensation Paid by Plan Indirect Compensation Paid by Plan Total Compensation
Fidelity Inv. Inst. Ops. Co. Inc. Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Consulting (pension), Trustee (directed), Participant loan processing, Participant communication, Other services, Shareholder servicing fees, Sub-transfer agency fees, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees NONE $886,691 $0 $886,691
The Commerce Trust Company Custodial (securities), Investment management, Named fiduciary, Valuation (appraisals, etc.), Investment management fees paid directly by plan NONE $713,766 $0 $713,766
Total $1,600,457 $0 $1,600,457

Service Providers
Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Fidelity Inst. Inv. Ops. Co. Inc. Af Europac Grth R4 - American Funds Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Shareholder servicing fees, Sub-transfer agency fees 0.35% $0
Fidelity Inst. Inv. Ops. Co. Inc. Af Grth Fund Amer R4-American Funds Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Shareholder servicing fees, Sub-transfer agency fees 0.35% $0
Fidelity Inst. Inv. Ops. Co. Inc. Btc Lifepath Ret Fund S Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Direct payment from the plan, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Btc Lifepath 2020 S Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Direct payment from the plan, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Btc Lifepath 2030 S Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Direct payment from the plan, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Btc Lifepath 2040 S Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Direct payment from the plan, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Btc Lifepath 2045 S Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Direct payment from the plan, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Btc Lifepath 2050 S Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Direct payment from the plan, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Columbia Acorn A-Col. Mangmt Srvcs Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees 0.25% $0
Fidelity Inst. Inv. Ops. Co. Inc. Managed Income Portfolio II Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Shareholder servicing fees, Sub-transfer agency fees 0.15% $0
Fidelity Inst. Inv. Ops. Co. Inc. Icm Sm Co Inst-Dst Systems Inc. Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Shareholder servicing fees, Sub-transfer agency fees 0.40% $0
Fidelity Inst. Inv. Ops. Co. Inc. Pimco Tot Return Adm-Boston Fin. Recordkeeping and information management (computing, tabulating, data processing, etc.), Participant communication, Shareholder servicing fees, Sub-transfer agency fees 0.25% $0
*As outlined by the Form 5500 Instructions for service providers with indirect compensation.