Original filing (PDF)20250909120749NAL0020199329001

CRANDALL GROUP, LLC

Name: CRANDALL GROUP, LLC — CRANDALL GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CRANDALL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CRANDALL GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 CRANDALL GROUP, LLC.

Plan sponsor

Name

CRANDALL GROUP, LLC

EIN

84-5094609

Address

14787 SW MILLIKAN WAY · BEAVERTON, OR · 97003

Phone

(503) 201-5981

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

M M COLLINS REAL ESTATE

M M COLLINS REAL ESTATE BASIC PROFIT SHARING PLAN

$1.1M · 2 participants

PCAR HOLDINGS, LLC

WINDERMERE REAL ESTATE MIDTOWN RETIREMENT PLAN

$1.1M · 29 participants

BROKER ONE REALTY, INC.

BROKER ONE REALTY, INC. 401(K) PLAN

$1.1M · 6 participants

RESIDENT GROUP, LLC

RESIDENT GROUP, LLC 401(K) PLAN

$1.1M · 6 participants

MDLV, LLC

MDLV, LLC 401(K) PLAN

$1.2M · 96 participants