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Sponsor portfolioTH

CRAWFORD INVESTMENT COUNSEL, INC.

EIN 58-1408870-financial services-Latest filing 2025
Plans
3
Retirement
2
$38.6M assets
Welfare
1
Participants
175
600 GALLERIA PARKWAY SUITE 1650 - ATLANTA, GA 30339770-644-7821crawfordinvestment.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$28.9M - 58 part#002ESOP-$9.7M - 63 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $38.6M assets / 121 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. RETIREMENT PLAN (#001)75%
  • EMPLOYEE STOCK OWNERSHIP (#002)25%
Total $38.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)63
  • INC. RETIREMENT PLAN (#001)58
Total 121Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CRAWFORD INVESTMENT COUNSEL, INC. RETIREMENT PLAN

401k

Assets$28.9M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CRAWFORD INVESTMENT COUNSEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRAWFORD INVESTMENT COUNSEL GCF BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CRAWFORD INVESTMENT COUNSEL, INC. RETIREMENT PLAN401k$28.9M582025
002CRAWFORD INVESTMENT COUNSEL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.7M632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRAWFORD INVESTMENT COUNSEL GCF BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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