How big is CRM Co LLC's plan?

CRM Co LLC's plan reported $6.3M in assets and 81 participants for 2025.

Original filing (PDF)20260423153535NAL0002583299001

CRM Co LLC

Name: CRM Co LLC — CRM Co LLC 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: CRM Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CRM Co LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CRM Co LLC's CRM Co LLC 401(k) Profit Sharing Plan & Trust held $6.3M in plan assets for 81 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Wade R Malone signed CRM Co LLC's 2025 Form 5500 as plan administrator.

Wade R Malone — 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

CRM Co LLC's EIN is 33-0789200.

EIN 33-0789200

Plan number 001

Plan year 2025

ACK ID 20260423153535NAL0002583299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CRM Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CRM Co 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 CRM CO 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

Knocking points off