# Crown Advisory Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/crown-advisory-group-inc-401k-plan

> Crown Advisory Group, INC.&#39;s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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