How big is Crestone Inc.'s plan?

Crestone Inc.'s plan reported $1.2M in assets and 15 participants for 2024.

Original filing (PDF)20250625084436NAL0011018608001

Crestone Inc.

Name: Crestone Inc. — Crestone Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Crestone Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestone Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Crestone Inc.'s Crestone Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

URS Ochsner signed Crestone Inc.'s 2024 Form 5500 as plan administrator.

URS Ochsner — 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

Crestone Inc.'s EIN is 26-4207580.

EIN 26-4207580

Plan number 001

Plan year 2024

ACK ID 20250625084436NAL0011018608001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crestone Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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