· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CROWN ASSET MANAGEMENT LLC — CROWN ASSET MGMT LLC 401(K) PSP AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250506105445NAL0013271824001
CROWN ASSET MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
CROWN ASSET MGMT LLC 401(K) PSP AND TRUST
401(k) retirement plan
Active participants
102
Accounts w/ balance
72
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CROWN ASSET MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
CROWN ASSET MANAGEMENT LLC
EIN
36-4547265
Address
3100 BRECKINRIDGE BOULEVARD · SUITE 725 · DULUTH, GA · 300967605
Phone
(770) 817-6700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-06
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BRIAN K. ADAMS & ASSOCIATES, INC.
BRIAN K. ADAMS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$4.7M · 36 participants
SC3F WEALTH MANAGEMENT GROUP, LLC
SC3F WEALTH MANAGEMENT, LLC 401(K) PLAN
$4.7M · 32 participants
FPS FINANCIAL, INC.
FPS FINANCIAL, INC. 401(K) PLAN
$4.7M · 7 participants
LAM LE PARTNERSHIP
LAM LE PARTNERSHIP CASH BALANCE PLAN
$4.7M · 3 participants
PRIMARY VENTURE MANAGEMENT, LLC
PRIMARY VENTURE MANAGEMENT, LLC 401K PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.7M · 44 participants
HERON BAY CAPITAL MANAGEMENT, LLC
HERON BAY CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN
$4.7M · 8 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants