Original filing (PDF)20250327091524NAL0017169217001

CROWNE POINTE FINANCIAL

Name: CROWNE POINTE FINANCIAL — CROWNE POINTE FINANCIAL CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)
Creator: CROWNE POINTE FINANCIAL

Form 5500-SF

FILING_RECEIVED

CROWNE POINTE FINANCIAL CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWNE POINTE FINANCIAL.

Plan sponsor

Name

CROWNE POINTE FINANCIAL

EIN

27-3309186

Address

581 BOSTON MILLS RD · HUDSON, OH · 44236

Phone

(330) 620-8330

Industry

Finance & Insurancesee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

502

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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