Original filing (PDF)20240913183122NAL0005237875001

Crestone Services Group, LLC

Name: Crestone Services Group, LLC — Crestone Services, Form 5500 (2023)
Creator: Crestone Services Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestone Services Group 401(k) Plan

401(k) retirement plan · Crestone Services Group, LLC's Crestone Services Group 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Stephen Morrell signed Crestone Services Group, LLC's 2023 Form 5500 as plan administrator.

Stephen Morrell — 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

Crestone Services Group, LLC's EIN is 47-2866430.

EIN 47-2866430

Plan number 001

Plan year 2023

ACK ID 20240913183122NAL0005237875001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Crestone Services Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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