PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CROWNALYTICS, LLC
Sponsor portfolio

CROWNALYTICS, LLC

EIN 81-0990647-management consulting-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
4
9455 CRYSTAL LN - LONGMONT, CO 80503802-310-8704crownalytics.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$1.1M - 2 part#002CashBalance-$487K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CROWNALYTICS, LLC 401(K) (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CROWNALYTICS, LLC 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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

CROWNALYTICS, LLC 401(K) PLAN

401k

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CROWNALYTICS, LLC CASH BALANCE PLAN

CashBalance

Assets$487K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CROWNALYTICS, LLC 401(K) PLAN401k$1.1M22025
002CROWNALYTICS, LLC CASH BALANCE PLANCashBalance$487K22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica