How big is Cresta Capital Partners LLC's plan?

Cresta Capital Partners LLC's plan reported $1.1M in assets and 35 participants for 2025.

Original filing (PDF)20260515131738NAL0009336097001

Cresta Capital Partners LLC

Name: Cresta Capital Partners LLC — Cresta Capital, Form 5500 (2025)
Creator: Cresta Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cresta Capital Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cresta Capital Partners LLC's Cresta Capital Partners LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kevin Ritchie signed Cresta Capital Partners LLC's 2025 Form 5500 as plan administrator.

Kevin Ritchie — 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

Cresta Capital Partners LLC's EIN is 38-4046977.

EIN 38-4046977

Plan number 001

Plan year 2025

ACK ID 20260515131738NAL0009336097001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cresta Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cresta Capital Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRESTA CAPITAL PARTNERS LLC.

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Plan health score

Above-average plan

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