How big is Cedarstone Advisors' plan?

Cedarstone Advisors' plan reported $639K in assets and 4 participants for 2024.

Original filing (PDF)20251009130258NAL0006620193001

Cedarstone Advisors

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

Form 5500-SF

FILING_RECEIVED

Cedarstone Advisors 401(k) Plan

401(k) retirement plan · Cedarstone Advisors' Cedarstone Advisors 401(k) Plan held $639K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

Plan identifiers

Cedarstone Advisors' EIN is 47-1539900.

EIN 47-1539900

Plan number 001

Plan year 2024

ACK ID 20251009130258NAL0006620193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cedarstone Advisors' 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 CEDARSTONE ADVISORS.

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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