Crown Point Asset Management LLC 401(k) Plan

The Crown Point Asset Management LLC 401(k) on its latest Form 5500

Crown Point Asset Management LLC (EIN 87-2819365) reports CROWN POINT ASSET MANAGEMENT, LLC on its most recent Form 5500, with $150K in plan assets across 1 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 Crown Point Asset Management LLC filing — schedules, fees, and providers.

Who runs the Crown Point Asset Management LLC 401(k)?

Crown Point Asset Management 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 Crown Point Asset Management LLCHR for the recordkeeper’s name and login.

How to check your Crown Point Asset Management LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Crown Point Asset Management LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).