Original filing (PDF)20250618174026NAL0002686321001

CRESTVIEW ADVISORS, LLC

Name: CRESTVIEW ADVISORS, LLC — CRESTVIEW ADVISORS, LLC 401K PLAN, Form 5500 (2024)
Creator: CRESTVIEW ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

CRESTVIEW ADVISORS, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.5M

Net assets (EOY)

$22.5M

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 CRESTVIEW ADVISORS, LLC.

Plan sponsor

Name

CRESTVIEW ADVISORS, LLC

EIN

36-4562205

Address

590 MADISON AVENUE · 42ND FLOOR · NEW YORK, NY · 10022

Phone

(212) 906-0723

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

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SOUTH STREET FINANCIAL CORP.

SOUTH STREET FINANCIAL CORP. PENSION PLAN

$22.5M · 5 participants

COPELAND CAPITAL MANAGEMENT LLC

COPELAND CAPITAL MANAGEMENT LLC 401(K) SALARY REDUCTION PLAN

$22.6M · 30 participants

CONFLUENCE INVESTMENT MGMT., LLC

CONFLUENCE INVESTMENT MANAGEMENT, LLC 401K PLAN

$22.6M · 54 participants

INTELLICENTS INC

INTELLICENTS INC 401(K) PROFIT SHARING PLAN

$22.7M · 73 participants

PLANCORP, INC.

PLANCORP, LLC SAFE HARBOR 401(K) PLAN