How big is Crest Savings Bank's plan?

Crest Savings Bank's plan reported $16.6M in assets and 82 participants for 2024.

Original filing (PDF)20250604080231NAL0011089905001

Crest Savings Bank

Name: Crest Savings Bank — Crest Savings Bank 401(k) Plan, Form 5500 (2024)
Creator: Crest Savings Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crest Savings Bank 401(k) Plan

401(k) retirement plan · Crest Savings Bank's Crest Savings Bank 401(k) Plan held $16.6M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$16.6M

Net assets (EOY)

$16.6M

People on this filing

Patricia Morley signed Crest Savings Bank's 2024 Form 5500 as plan administrator.

Patricia Morley — 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

Crest Savings Bank's EIN is 21-0594467.

EIN 21-0594467

Plan number 003

Plan year 2024

ACK ID 20250604080231NAL0011089905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crest Savings Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crest Savings Bank's 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 CREST SAVINGS BANK.

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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