Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
CAPITAL RESOURCE MANAGEMENT, INC.
EIN 36-3752352Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
6
770 LAKE COOK ROAD, SUITE 370 - DEERFIELD, IL 600154920847-948-1700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPITAL RESOURCE MANAGEMENT, INC. PROFIT SHARING PLAN
401k
Assets$4.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPITAL RESOURCE MANAGEMENT, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$945K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL RESOURCE MANAGEMENT, INC. PROFIT SHARING PLAN | 401k | $4.4M | 3 | 2025 | |
| 002 | CAPITAL RESOURCE MANAGEMENT, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $945K | 3 | 2024 |
Retirement plans