Crane, Simon, Clar & Goodman 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$1.9M$6,272$0
20238$1.7M$6,437$0
20228$1.5M$6,510$0

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