How big is CRT Private Wealth Management's plan?

CRT Private Wealth Management's plan reported $3.6M in assets and 6 participants for 2024.

Original filing (PDF)20250826133315NAL0015165664001

CRT Private Wealth Management

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

Form 5500-SF

FILING_RECEIVED

CRT Private Wealth Management 401(k)

401(k) retirement plan · CRT Private Wealth Management's CRT Private Wealth Management 401(k) held $3.6M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Michael Tepperman signed CRT Private Wealth Management's 2024 Form 5500 as plan administrator.

Michael Tepperman — 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

CRT Private Wealth Management's EIN is 26-4712731.

EIN 26-4712731

Plan number 001

Plan year 2024

ACK ID 20250826133315NAL0015165664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CRT Private Wealth Management'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 CRT PRIVATE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score