How big is Cresta Advisors, Ltd.'s plan?

Cresta Advisors, Ltd.'s plan reported $174K in assets and 8 participants for 2024.

Original filing (PDF)20250915211232NAL0001370481001

Cresta Advisors, Ltd.

Name: Cresta Advisors, Ltd. — Cresta Advisors, Ltd. 401(k), Form 5500 (2024)
Creator: Cresta Advisors, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cresta Advisors, Ltd. 401(k) Plan

401(k) retirement plan · Cresta Advisors, Ltd.'s Cresta Advisors, Ltd. 401(k) Plan held $174K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

People on this filing

Heather Stewart signed Cresta Advisors, Ltd.'s 2024 Form 5500 as plan administrator.

Heather Stewart — 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 Advisors, Ltd.'s EIN is 46-3880905.

EIN 46-3880905

Plan number 001

Plan year 2024

ACK ID 20250915211232NAL0001370481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cresta Advisors, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ADVISORS, LTD..

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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