How big is 7crest Financial Partners' plan?

7crest Financial Partners' plan reported $1.0M in assets and 23 participants for 2025.

Original filing (PDF)20260415213955NAL0035632754001

7crest Financial Partners

Name: 7crest Financial Partners — Nocon & Associates AKA, Form 5500 (2025)
Creator: 7crest Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nocon & Associates AKA 7crest Financial Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · 7crest Financial Partners' Nocon & Associates AKA 7crest Financial Partners 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Nannette Nocon signed 7crest Financial Partners' 2025 Form 5500 as plan administrator.

Nannette Nocon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

7crest Financial Partners' EIN is 16-1461620.

EIN 16-1461620

Plan number 001

Plan year 2025

ACK ID 20260415213955NAL0035632754001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 7crest Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

7crest Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 7CREST FINANCIAL PARTNERS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

7CREST FINANCIAL PARTNERS

EIN

all filings

Address

2024 W HENRIETTA RD · SUITE 5K · ROCHESTER, NY · 146231355

Phone

(585) 475-9430

Industry

Finance & Insurance

Plan administrator