Original filing (PDF)20250715135419NAL0002250769002

CREW Wealth Management

Name: CREW Wealth Management — CREW Wealth Management Cash, Form 5500 (2024)
Creator: CREW Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CREW Wealth Management Cash Balance Plan

Defined-benefit pension plan · CREW Wealth Management's CREW Wealth Management Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

CREW Wealth Management's EIN is 55-0871321.

EIN 55-0871321

Plan number 002

Plan year 2024

ACK ID 20250715135419NAL0002250769002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CREW Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CREW Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score