Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CREW WEALTH MANAGEMENT
EIN 55-0871321financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
9
1266 MONTEREY STREET - SAN LUIS OBISPO, CA 93401805-781-3885crewwealthmgmt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 9 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
CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$7.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CREW WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$2.2M
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 | CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $7.3M | 6 | 2025 | |
| 002 | CREW WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $2.2M | 3 | 2024 |
Retirement plans