Plan Snapshot
- Plan Sponsor: Crm Investments, INC.
- Sponsor EIN: 454557859
- Sponsor Address: 165 ANCHORAGE AVENUE, SANTA CRUZ, CA, 95062
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $221,231
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $221,231 | $0 | $0 |
| 2023 | 2 | $231,119 | $0 | $0 |
| 2022 | 2 | $223,824 | $0 | $0 |
| 2020 | 2 | $255,480 | $0 | $0 |