How big is CRM Management, LLC's plan?

CRM Management, LLC's plan reported $10.0M in assets and 157 participants for 2023.

Original filing (PDF)20240913140607NAL0011762257001

CRM Management, LLC

Name: CRM Management, LLC — CRM Management, LLC 401(k), Form 5500 (2023)
Creator: CRM Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CRM Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CRM Management, LLC's CRM Management, LLC 401(k) Profit Sharing Plan held $10.0M in plan assets for 157 participants in 2023, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

157

Accounts w/ balance

170

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Tony JUHE signed CRM Management, LLC's 2023 Form 5500 as plan administrator.

Tony JUHE — 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

CRM Management, LLC's EIN is 75-2998533.

EIN 75-2998533

Plan number 001

Plan year 2023

ACK ID 20240913140607NAL0011762257001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CRM Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CRM Management, 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 CRM MANAGEMENT, LLC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CRM MANAGEMENT, LLC

EIN

all filings

Address

2100 HOLLYWOOD BLVD · HOLLYWOOD, FL · 33020

Phone

(786) 709-2268

Industry

Real Estate

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

2024-09-13

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES INC DBA

Investments

25 direct securities· $9.9M(98% of reported assets)

Other securities

$5.4M

14 holdings

Mutual Funds

$3.5M

10 holdings

Stable Value

$932K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Mutual Funds	—	—	$1.3M	12.8%
Fixed Annuity (GIC) * Empower Annuity Insurance Co. EI Fixed Account - Series Class I	Stable Value	—	—	$932K	9.3%
State Street State Street Target Retirement 2030 K	Other securities	—	—	$931K	9.3%
T. Rowe Price T. Rowe Price Blue Chip Growth I	Other securities	—	—	$889K	8.9%
State Street State Street Target Retirement 2035 K	Other securities	—	—	$601K	6.0%
JP Morgan Chase JP Morgan Equity Income R6	Other securities	—	—	$586K	5.8%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$570K	5.7%
State Street State Street Target Retirement 2025 K	Other securities	—	—	$543K	5.4%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$433K	4.3%
American Century American Century Mid Cap Value R6	Other securities	—	—	$416K	4.1%
State Street State Street Target Retirement 2045 K	Other securities	—	—	$348K	3.5%
State Street State Street Target Retirement 2040 K	Other securities	—	—	$286K	2.8%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$257K	2.6%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$249K	2.5%
State Street State Street Target Retirement 2020 K	Other securities	—	—	$232K	2.3%
Fidelity Investments Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$215K	2.1%
State Street State Street Target Retirement 2050 K	Other securities	—	—	$204K	2.0%
State Street State Street Target Retirement 2055 K	Other securities	—	—	$203K	2.0%
Invesco Eqv Emerging Mrkts All Cap Fd R6	Mutual Funds	—	—	$174K	1.7%
Fidelity Investments Fidelity Advisor International Growth Z	Mutual Funds	—	—	$144K	1.4%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$128K	1.3%
State Street State Street Target Retirement K	Other securities	—	—	$97K	1.0%
Alliance Bernstein AB Small Cap Growth Z	Other securities	—	—	$63K	0.6%
Fidelity Investments Franklin Small Cap Value R6	Mutual Funds	—	—	$47K	0.5%
State Street State Street Target Retirement 2060 K	Other securities	—	—	$39K	0.4%