How big is Crabtree Financial Group, LLC's plan?

Crabtree Financial Group, LLC's plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20250522091708NAL0008055698001

Crabtree Financial Group, LLC

Name: Crabtree Financial Group, LLC — Crabtree Financial, Form 5500 (2024)
Creator: Crabtree Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crabtree Financial Group, LLC 401(k) Profit-Sharing Plan & Trust

401(k) retirement plan · Crabtree Financial Group, LLC's Crabtree Financial Group, LLC 401(k) Profit-Sharing Plan & Trust held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Bryan J. Crabtree signed Crabtree Financial Group, LLC's 2024 Form 5500 as plan administrator.

Bryan J. Crabtree — 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

Crabtree Financial Group, LLC's EIN is 27-0558136.

EIN 27-0558136

Plan number 001

Plan year 2024

ACK ID 20250522091708NAL0008055698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crabtree Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crabtree Financial Group, LLC'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 CRABTREE FINANCIAL GROUP, LLC.

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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