How big is Crown Capital Mgmt LLC's plan?

Crown Capital Mgmt LLC's plan reported $1.2M in assets and 444 participants for 2024.

Original filing (PDF)20250908094125NAL0041266466001

Crown Capital Mgmt LLC

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

Form 5500-SF

FILING_RECEIVED

Crown Companies 401(k) Plan

401(k) retirement plan · Crown Capital Mgmt LLC's Crown Companies 401(k) Plan held $1.2M in plan assets for 444 participants in 2024.

Signals · 1

No auditor on file

Active participants

444

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Richard ELY signed Crown Capital Mgmt LLC's 2024 Form 5500 as plan administrator.

Richard ELY — 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

Crown Capital Mgmt LLC's EIN is 46-1401268.

EIN 46-1401268

Plan number 001

Plan year 2024

ACK ID 20250908094125NAL0041266466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crown Capital Mgmt 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 CROWN CAPITAL MGMT LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score