How big is Craft & FORM's plan?

Craft & FORM's plan reported $165K in assets and 3 participants for 2024.

Original filing (PDF)20251010111203NAL0004170659001

Craft & FORM

Name: Craft & FORM — Craft & FORM 401 (K) Plan, Form 5500 (2024)
Creator: Craft & FORM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Craft & FORM 401 (K) Plan

Defined-contribution retirement plan · Craft & FORM's Craft & FORM 401 (K) Plan held $165K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Richard Tatum signed Craft & FORM's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Craft & FORM's EIN is 85-3148916.

EIN 85-3148916

Plan number 001

Plan year 2024

ACK ID 20251010111203NAL0004170659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Craft & FORM from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Craft & FORM's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

CRAFT & FORM

EIN

all filings

Address

10741 WALKER ST STE 200 · CYPRESS, CA · 90630

Phone

(657) 238-9134

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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