R S Crum, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: R S Crum, INC.
  • Sponsor EIN: 200423350
  • Sponsor Address: 4 UPPER NEWPORT PLAZA DRIVE STE 201, NEWPORT BEACH, CA, 92660
  • Plan Type: DC
  • Total Participants: 9
  • Total Assets: $5.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$5.1M$154,777$132,469
20237$4.7M$145,947$134,326
20229$3.8M$90,991$127,715

Similar Plans