Original filing (PDF)20251009051422NAL0010819120001

CREFCO FINANCIAL GROUP, INC.

Name: CREFCO FINANCIAL GROUP, INC. — CREFCO FINANCIAL GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CREFCO FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

CREFCO FINANCIAL GROUP, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

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 average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CREFCO FINANCIAL GROUP, INC.

EIN

26-4486462all filings

Address

20600 CHAGRIN BLVD · STE 495 · SHAKER HTS, OH · 44122

Phone

(216) 342-4498

Industry

Finance & Insurancesee 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CORPORATE FUNDING, INC.

CORPORATE FUNDING, INC. 401(K) PLAN

$131K · 4 participants

PERSON TO PERSON CARE CENTER LLC

PERSON TO PERSON CARE CENTER

$125K · 21 participants

PURPOSE FUNDING INC

PURPOSE FUNDING INC 401(K) PROFIT SHARING PLAN AND TRUST

$120K · 15 participants

AGM MANAGEMENT INC

$118K · 5 participants

TRADE LEDGER INC

TRADE LEDGER 401(K) PLAN

$118K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.