Crestone Ventures, Inc. DBA TEK Concierge 401(k) Plan

The Crestone Ventures, Inc. DBA TEK Concierge 401(k) on its latest Form 5500

Crestone Ventures, Inc. DBA TEK Concierge (EIN 26-4071837) reports TEK CONCIERGE 401(K) PLAN on its most recent Form 5500, with $213K in plan assets across 36 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Crestone Ventures, Inc. DBA TEK Concierge filing — schedules, fees, and providers.

Who runs the Crestone Ventures, Inc. DBA TEK Concierge 401(k)?

Crestone Ventures, Inc. DBA TEK Concierge’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Crestone Ventures, Inc. DBA TEK ConciergeHR for the recordkeeper’s name and login.

How to check your Crestone Ventures, Inc. DBA TEK Concierge 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Crestone Ventures, Inc. DBA TEK Concierge HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).