Original filing (PDF)20240904132948NAL0032866496001

CROWE ARNOLD & MAJORS, LLP

Name: CROWE ARNOLD & MAJORS, LLP — CROWE ARNOLD & MAJORS, LLP 401(K) PLAN AND TRUST, Form 5500 (2023)
Creator: CROWE ARNOLD & MAJORS, LLP

Form 5500-SF

FILING_RECEIVED

CROWE ARNOLD & MAJORS, LLP 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWE ARNOLD & MAJORS, LLP.

Plan sponsor

Name

CROWE ARNOLD & MAJORS, LLP

EIN

75-2951518

Address

901 MAIN ST SUITE 6550 · DALLAS, TX · 75202

Phone

(214) 231-0555

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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