R S Crum, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

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: 401(k)
  • Plan Number: 002
  • Total Participants: 9
  • Total Assets: $6.0M

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.
20259$6.0M$0$0
20249$5.1M$154,777$132,469
20237$4.7M$145,947$134,326
20229$3.8M$90,991$127,715

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