The CRM Firm, Inc. 401(k) Plan
What public Form 5500 filings show about the The CRM Firm, Inc. 401(k) plan — and how to find and check your own account.
The The CRM Firm, Inc. 401(k) on its latest Form 5500
The CRM Firm, Inc. (EIN 30-0934011) reports THE CRM FIRM 401(K) PLAN on its most recent Form 5500, with $2.0M in plan assets across 26 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 The CRM Firm, Inc. filing — schedules, fees, and providers.
Who runs the The CRM Firm, Inc. 401(k)?
The CRM Firm, Inc.’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 The CRM Firm, Inc.HR for the recordkeeper’s name and login.
How to check your The CRM Firm, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask The CRM Firm, Inc. 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).