How big is Cressy & Everett, Inc.'s plan?

Cressy & Everett, Inc.'s plan reported $533K in assets and 28 participants for 2024.

Original filing (PDF)20250723053950NAL0001779107001

Cressy & Everett, Inc.

Name: Cressy & Everett, Inc. — Cressy & Everett, Inc., Form 5500 (2024)
Creator: Cressy & Everett, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cressy & Everett, Inc. 401(k) Plan and Trust

401(k) retirement plan · Cressy & Everett, Inc.'s Cressy & Everett, Inc. 401(k) Plan and Trust held $533K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

Teresa Sherman signed Cressy & Everett, Inc.'s 2024 Form 5500 as plan administrator.

Teresa Sherman — 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

Cressy & Everett, Inc.'s EIN is 35-1173104.

EIN 35-1173104

Plan number 001

Plan year 2024

ACK ID 20250723053950NAL0001779107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off