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Original filing (PDF)20251030134438NAL0004652546001

CEDARCREST, INC.

Form 5500
FILING_RECEIVED
CEDARCREST, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
100% in single holding
Active participants
175
Accounts w/ balance
83
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
  • Top holding "[DFE: POOLED SEPARATE ACCOUINT 65 (no filing on disk)]" is 100% of plan.
  • Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDARCREST, INC..
Plan sponsor
Name
CEDARCREST, INC.
EIN
02-0441832
Address
91 MAPLE AVENUE · KEENE, NH · 03431
Phone
(603) 358-3384
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
TSS FINANCIAL PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EQUITABLE LIFE INSURANCE CO.20-3627707—RECORD KEEPING$18K—

Investments

1 pooled fund· $4K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
POOLED SEPARATE ACCOUINT 65
EQUITABLE · EIN 20-3627707 / PN 065
Pooled Separate Account
——$4K0.1%

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