Original filing (PDF)20251013104611NAL0000503203001

CREST INSURANCE GROUP, LLC

Name: CREST INSURANCE GROUP, LLC — CREST INSURANCE GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CREST INSURANCE GROUP, LLC

Form 5500

FILING_RECEIVED

CREST INSURANCE GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

55% in single holding

Active participants

249

Accounts w/ balance

183

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREST INSURANCE GROUP, LLC.

Plan sponsor

Name

CREST INSURANCE GROUP, LLC

EIN

27-2359016

Address

5285 EAST WILLIAMS CIRCLE · SUITE 4500 · TUCSON, AZ · 85711

Phone

(520) 784-7601

Industry

Insurance Agencies & Brokerages· 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$37K	—

TPA / Administrator

Name	EIN	Location

Investments

2 direct securities· $3.3M(22% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Value	—	—	—	$1.8M	12.2%
	Value	—	—	$2.4M	$1.5M	10.2%

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