How big is Crown Mortgage, LLC's plan?

Crown Mortgage, LLC's plan reported $567K in assets and 4 participants for 2024.

Original filing (PDF)20250701112356NAL0029444290001

Crown Mortgage, LLC

Name: Crown Mortgage, LLC — Crown Mortgage, LLC Retirement, Form 5500 (2024)
Creator: Crown Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crown Mortgage, LLC Retirement Trust

401(k) retirement plan · Crown Mortgage, LLC's Crown Mortgage, LLC Retirement Trust held $567K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

Plan identifiers

Crown Mortgage, LLC's EIN is 20-2104972.

EIN 20-2104972

Plan number 001

Plan year 2024

ACK ID 20250701112356NAL0029444290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crown Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crown Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROWN MORTGAGE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score