How big is CREW Wealth Management's plan?

CREW Wealth Management's plan reported $7.3M in assets and 5 participants for 2025.

Original filing (PDF)20260422185111NAL0003879601001

CREW Wealth Management

Name: CREW Wealth Management — CREW Wealth Management, Form 5500 (2025)
Creator: CREW Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CREW Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · CREW Wealth Management's CREW Wealth Management 401(k) Profit Sharing Plan held $7.3M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

CREW Wealth Management's EIN is 55-0871321.

EIN 55-0871321

Plan number 001

Plan year 2025

ACK ID 20260422185111NAL0003879601001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CREW Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CREW Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREW WEALTH MANAGEMENT.

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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