Filings through .
Sponsor portfolioTH
Crown Asset Management LLC
EIN 36-4547265financial servicesLatest filing 2025
Plans
1
Retirement
1
$6.8M assets
Welfare
0
Participants
128
3100 BRECKINRIDGE BLVD, SUITE 725 - DULUTH, GA 30096770-817-6700crownasset.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROWN ASSET MGMT LLC 401(K) PSP AND TRUST | 401(k) | $6.8M | 128 | 2025 |
Retirement plans