How big is CRM Legacy Group, LLC's plan?

CRM Legacy Group, LLC's plan reported $25K in assets and 4 participants for 2024.

Original filing (PDF)20250613164623NAL0017705985001

CRM Legacy Group, LLC

Name: CRM Legacy Group, LLC — Form 5500 (2024)
Creator: CRM Legacy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · CRM Legacy Group, LLC held $25K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Shirley Horner signed CRM Legacy Group, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CRM Legacy Group, LLC's EIN is 93-2457520.

EIN 93-2457520

Plan number 001

Plan year 2024

ACK ID 20250613164623NAL0017705985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CRM Legacy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CRM Legacy Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRM LEGACY GROUP, LLC.

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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

CRM LEGACY GROUP, LLC

EIN

all filings

Address

4660 EAST TRINDLE RD · STE 102 · CAMP HILL, PA · 17011

Phone

(717) 254-6433

Industry

Finance & Insurance

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

2025-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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