Original filing (PDF)20240913183122NAL0005237875001

CRESTONE SERVICES GROUP, LLC

Name: CRESTONE SERVICES GROUP, LLC — CRESTONE SERVICES GROUP 401(K) PLAN, Form 5500 (2023)
Creator: CRESTONE SERVICES GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CRESTONE SERVICES GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRESTONE SERVICES GROUP, LLC.

Plan sponsor

Name

CRESTONE SERVICES GROUP, LLC

EIN

47-2866430

Address

6145 BROADWAY · SUITE 40 · DENVER, CO · 80216

Phone

(832) 529-7821

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-29

Filed

2024-09-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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