Plan Snapshot
- Plan Sponsor: Crown Risk Management, LLC
- Sponsor EIN: 202318765
- Sponsor Address: 432 NORTH FRANKLIN STREET, SUITE 20, SYRACUSE, NY, 13204
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 12 | $7.4M | $59,724 | $154,918 |
| 2023 | 13 | $5.9M | $60,189 | $160,292 |
| 2022 | 11 | $4.5M | $128,921 | $140,627 |