What public Form 5500 filings show about the Crabtree Financial Group, LLC 401(k) plan — and how to find and check your own account.
Crabtree Financial Group, LLC (EIN 27-0558136) reports CRABTREE FINANCIAL GROUP, LLC 401(K) PROFIT-SHARING PLAN & TRUST on its most recent Form 5500, with $2.4M in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Crabtree Financial Group, LLC filing — schedules, fees, and providers.
Crabtree Financial Group, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Crabtree Financial Group, LLCHR for the recordkeeper’s name and login.
