How big is Cedarstone Advisors' plan?

Cedarstone Advisors' plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251009130312NAL0007027649001

Cedarstone Advisors

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

Form 5500-SF

FILING_RECEIVED

Cedarstone Advisors Cash Balance Plan

Defined-benefit pension plan · Cedarstone Advisors' Cedarstone Advisors Cash Balance Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Cedarstone Advisors' EIN is 47-1539900.

EIN 47-1539900

Plan number 002

Plan year 2024

ACK ID 20251009130312NAL0007027649001

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 a defined-benefit pension formula, a cash-balance formula.

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 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