How big is Craig Wealth Management's plan?

Craig Wealth Management's plan reported $342K in assets and 4 participants for 2024.

Original filing (PDF)20250930120550NAL0019376930001

Craig Wealth Management

Name: Craig Wealth Management — Craig Wealth Management, Form 5500 (2024)
Creator: Craig Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Craig Wealth Management Cash Balance Plan

Defined-benefit pension plan · Craig Wealth Management's Craig Wealth Management Cash Balance Plan held $342K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

People on this filing

Joseph Craig signed Craig Wealth Management's 2024 Form 5500 as plan administrator.

Joseph Craig — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Craig Wealth Management's EIN is 26-1224141.

EIN 26-1224141

Plan number 002

Plan year 2024

ACK ID 20250930120550NAL0019376930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Craig Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Craig Wealth Management's plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAIG WEALTH MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score