Sponsor portfolio

CROWNINSHIELD FINANCIAL RESEARCH

EIN 27-3619574financial servicesLatest filing 2025

Plans

Retirement

$2.0M assets

Welfare

Participants

56 HARVARD STREET - BROOKLINE, MA 02445781-237-4800cfrllc.comLinkedIn11-50 employeesfinancial services

Plans on this EIN

1 filing

#001401k-$2.0M - 18 part

Plan deep-dives

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Retirement#001

CROWNINSHIELD FINANCIAL RESEARCH INC 401(K) PSP

401k

Assets$2.0M

Participants18

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	CROWNINSHIELD FINANCIAL RESEARCH INC 401(K) PSP	401k	$2.0M	18	2025

Retirement plans