Original filing (PDF)20251008161616NAL0014225762001

CRESTONE VENTURES, INC DBA TEK CONCIERGE

Name: CRESTONE VENTURES, INC DBA TEK CONCIERGE — TEK CONCIERGE 401(K) PLAN, Form 5500 (2024)
Creator: CRESTONE VENTURES, INC DBA TEK CONCIERGE

Form 5500-SF

FILING_RECEIVED

TEK CONCIERGE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$213K

Net assets (EOY)

$213K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRESTONE VENTURES, INC DBA TEK CONCIERGE.

Plan sponsor

Name

CRESTONE VENTURES, INC DBA TEK CONCIERGE

EIN

26-4071837all filings

Address

1227 W. CAMPBELL RD · SUITE 315 · RICHARDSON, TX · 75080

Phone

(972) 232-2178

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator