Original filing (PDF)20240205144503NAL0057125026001

C&R MANAGEMENT GROUP LLC

Name: C&R MANAGEMENT GROUP LLC — C&R MANAGEMENT GROUP LLC 401(K) PLAN, Form 5500 (2023)
Creator: C&R MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

C&R MANAGEMENT GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 C&R MANAGEMENT GROUP LLC.

Plan sponsor

Name

C&R MANAGEMENT GROUP LLC

EIN

87-4051876

Address

9400 SW BARNES RD. SUITE 400 · PORTLAND, OR · 97225

Phone

(503) 224-9554

Industry

Real Estatesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-21

Filed

2024-02-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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