Original filing (PDF)20260423112227NAL0007516784001

Crescent Financial Group

Name: Crescent Financial Group — Crescent Financial Group, Form 5500 (2025)
Creator: Crescent Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crescent Financial Group 401(k) Plan

401(k) retirement plan · Crescent Financial Group's Crescent Financial Group 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Gary Deese signed Crescent Financial Group's 2025 Form 5500 as plan administrator.

Gary Deese — 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

Crescent Financial Group's EIN is 45-3205611.

EIN 45-3205611

Plan number 001

Plan year 2025

ACK ID 20260423112227NAL0007516784001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Crescent Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Crescent Financial Group'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 CRESCENT FINANCIAL GROUP.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score