How big is Columbia Crest Financial Advisors, LLC's plan?

Columbia Crest Financial Advisors, LLC's plan reported $909K in assets and 7 participants for 2025.

Original filing (PDF)20260220181045NAL0009613889001

Columbia Crest Financial Advisors, LLC

Name: Columbia Crest Financial Advisors, LLC — Form 5500 Plan 001 (2025)
Creator: Columbia Crest Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Columbia Crest Financial Advisors 401(k) PSP

401(k) retirement plan · Columbia Crest Financial Advisors, LLC's Columbia Crest Financial Advisors 401(k) PSP held $909K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

Plan identifiers

Columbia Crest Financial Advisors, LLC's EIN is 27-2814273.

EIN 27-2814273

Plan number 001

Plan year 2025

ACK ID 20260220181045NAL0009613889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Columbia Crest Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Columbia Crest Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLUMBIA CREST FINANCIAL ADVISORS, 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