CRM Rental Management 401(k) match, vesting and fees
What CRM Rental Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Dimarco, Abiusi & Pascarella Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $4.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 220 | $4.2M | $234K | $2,416 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 142 | $3.5M | $197K | $1,967 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 167 | $2.8M | $201K | $1,972 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 174 | $3.2M | $190K | $1,878 | 0.61% | Not published | Form 5500 ↗ |
Common questions
Does CRM Rental Management match 401(k) contributions?
The match terms for the Crm Rental Management, Inc. Profit Sharing and Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $234K in employer contributions, about $2,416 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CRM Rental Management 401(k) match vested?
The vesting schedule for the Crm Rental Management, Inc. Profit Sharing and Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CRM Rental Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Crm Rental Management, Inc..
I left CRM Rental Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crm Rental Management, Inc., (315) 337-1401) or the recordkeeper, Epic Retirement Plan Services. The CRM Rental Management old 401(k) page lists the contacts from every plan filing. Find an old CRM Rental Management 401(k)
Data from the public Form 5500 annual reports CRM Rental Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with CRM Rental Management. Not financial advice. Report a correction · Methodology