Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CROWN FINANCIAL PLANNING CORPORATION
EIN 46-4604557Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
1013 PARK PLACE - CORONADO, CA 92118619-537-0200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 8 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
CROWN FINANCIAL PLANNING CORPORATION 401(K) PLAN
401k
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CROWN FINANCIAL PLANNING CORPORATION CASH BALANCE PLAN
CashBalance
Assets$965K
Participants4
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 | CROWN FINANCIAL PLANNING CORPORATION 401(K) PLAN | 401k | $1.6M | 4 | 2024 | |
| 003 | CROWN FINANCIAL PLANNING CORPORATION CASH BALANCE PLAN | CashBalance | $965K | 4 | 2024 |
Retirement plans