How big is CRG Financial LLC's plan?

CRG Financial LLC's plan reported $346K in assets and 10 participants for 2024.

Original filing (PDF)20250717093813NAL0000050369001

CRG Financial LLC

Name: CRG Financial LLC — CRG Financial LLC 401(k) Plan, Form 5500 (2024)
Creator: CRG Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CRG Financial LLC 401(k) Plan

401(k) retirement plan · CRG Financial LLC's CRG Financial LLC 401(k) Plan held $346K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

IZZY Kushner signed CRG Financial LLC's 2024 Form 5500 as plan administrator.

IZZY Kushner — 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

CRG Financial LLC's EIN is 34-4820160.

EIN 34-4820160

Plan number 001

Plan year 2024

ACK ID 20250717093813NAL0000050369001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRG FINANCIAL 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