Plan Snapshot
- Plan Sponsor: Crown Advisory Group, INC.
- Sponsor EIN: 611979891
- Sponsor Address: 2034 E LINCOLN AVE #125, ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $1.6M | $27,125 | $80,677 |
| 2023 | 8 | $1.4M | $5,535 | $91,309 |
| 2022 | 8 | $432,154 | $0 | $0 |