Plan Snapshot
- Plan Sponsor: Crane, Simon, Clar & Goodman
- Sponsor EIN: 362769022
- Sponsor Address: 135 S. LASALLE STREET SUITE 3950, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 7 | $1.9M | $6,272 | $0 |
| 2023 | 8 | $1.7M | $6,437 | $0 |
| 2022 | 8 | $1.5M | $6,510 | $0 |