How big is Crestview Advisors, LLC's plan?

Crestview Advisors, LLC's plan reported $22.5M in assets and 49 participants for 2024.

Original filing (PDF)20250618174026NAL0002686321001

Crestview Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Crestview Advisors, LLC 401(k) Plan

401(k) retirement plan · Crestview Advisors, LLC's Crestview Advisors, LLC 401(k) Plan held $22.5M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.5M

Net assets (EOY)

$22.5M

People on this filing

Evelyn Pellicone signed Crestview Advisors, LLC's 2024 Form 5500 as plan administrator.

Evelyn Pellicone — 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

Crestview Advisors, LLC's EIN is 36-4562205.

EIN 36-4562205

Plan number 001

Plan year 2024

ACK ID 20250618174026NAL0002686321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crestview Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

CRESTVIEW ADVISORS, LLC

EIN

all filings

Address

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

Phone

(212) 906-0723

Industry

Finance & Insurance

Plan administrator