Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CROWN REALTY MANAGEMENT
EIN 36-4998278financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 48 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#002
CROWN REALTY MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CROWN REALTY MANAGEMENT RETIREMENT PLAN
401k
Assets$534K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CROWN REALTY MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.1M | 19 | 2024 | |
| 001 | CROWN REALTY MANAGEMENT RETIREMENT PLAN | 401k | $534K | 29 | 2024 |
Retirement plans