Original filing (PDF)20250408220646NAL0018926161026

CRM HOLDING SERIES LLC

Name: CRM HOLDING SERIES LLC — CRM COUNSELING, LIFE COACHING AND WELLNESS 401(K) PLAN, Form 5500 (2024)
Creator: CRM HOLDING SERIES LLC

Form 5500-SF

FILING_RECEIVED

CRM COUNSELING, LIFE COACHING AND WELLNESS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan health score

Above-average plan

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 CRM HOLDING SERIES LLC.

Plan sponsor

Name

CRM HOLDING SERIES LLC

EIN

85-3934562all filings

Address

2810 CENTER ST · #102 · DEER PARK, TX · 77536

Phone

(713) 898-8233

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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