Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
CRAIG & COMPANY, LLC
EIN 82-3601692architecture & planningLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
27
4 EAST OHIO STREET, SUITE 10 - CHICAGO, IL 60611312-321-7400craigandco.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 27 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
CRAIG & COMPANY, LLC 401(K) PLAN
401k
Assets$1.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CRAIG & COMPANY, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants13
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 | CRAIG & COMPANY, LLC 401(K) PLAN | 401k | $1.9M | 14 | 2024 | |
| 002 | CRAIG & COMPANY, LLC CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 13 | 2024 |
Retirement plans