Original filing (PDF)20230712081622NAL0014441059001

CROWN CAPITAL FAMILY OFFICE SERVICES, LLC

Name: CROWN CAPITAL FAMILY OFFICE SERVICES, LLC — CROWN CAPITAL FAMILY OFFICE SERVICES, LLC 401(K) PLAN, Form 5500 (2022)
Creator: CROWN CAPITAL FAMILY OFFICE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CROWN CAPITAL FAMILY OFFICE SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROWN CAPITAL FAMILY OFFICE SERVICES, LLC.

Plan sponsor

Name

CROWN CAPITAL FAMILY OFFICE SERVICES, LLC

EIN

85-0509369all filings

Address

3060 PEACHTREE ROAD · SUITE 1550 · ATLANTA, GA · 30305

Phone

(404) 974-3484

Industry

Professional & Technical Servicessee all

Plan administrator