Back to filter
Original filing (PDF)20250619074717NAL0001763939001
CROWE LLP
Form 5500
FILING_RECEIVED
CROWE LLP WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
4,973
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWE LLP.
Plan sponsor
Name
CROWE LLP
EIN
35-0921680
Address
P.O. BOX 7 · 330 EAST JEFFERSON BLVD. · SOUTH BEND, IN · 466240007
Phone
(574) 232-3992
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
Welfare benefit codes
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size CPA Offices plans
SHERIDAN CPA LLP
SHERIDAN CPA LLP 401(K) PROFIT SHARING PLAN & TRUST
$0
EISNERAMPER LLP
EISNERAMPER LLP CASH BALANCE PLAN
$0
OSWALT, TEEL AND FRANKLIN CPAS
OSWALT, TEEL, AND FRANKLIN CPAS CASH BALANCE PLAN
$0
SHIMIZU & SHIMIZU, CPAS, PS
SHIMIZU & SHIMIZU CPAS 401K PROFIT SHARING PLAN
$0
BRUCE ASHFORD, CPA
BRUCE ASHFORD, CPA 401(K) PLAN
$0
MORIARTY & MALASPINA, CPAS
MORIARTY & MALASPINA, CPAS PROFIT SHARING PLAN
$0
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants