Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $530K assets / 58 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CRUISE & ASSOCIATES SAFE HARBOR 401(K) PLAN | 401(k) | $441K | 26 | 2025 |
| #002 | CRUISE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $89K | 32 | 2025 |