T R BICK signed Crestone Services Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crestone Services Group, LLC's EIN is 47-2866430.
Download the official 2024 Form 5500 (PDF) for Crestone Services Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crestone Services Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $936 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest Identity of Issue Description of Investment Value SHELTON NASDAQ-100 INDEX DIRECT 17,817 Shares | Other securities | — | — | $694K | 12.4% | |
| VANGUARD TOTAL STOCK MKT IDX ADM 4,830 Shares | Common Collective Trusts | — | — | $681K | 12.1% | |
| VANGUARD MID-CAP VALUE INDEX ADM 6,167 Shares | Mutual Funds | — | — | $517K | 9.2% | |
| VANGUARD MID-CAP GROWTH INDEX ADM 4,383 Shares | Mutual Funds | — | — | $479K | 8.5% | |
| VANGUARD MID CAP INDEX FUND - ADM 1,362 Shares | Common Collective Trusts | — | — | $445K | 7.9% | |
| SCHWAB FDMTL US LG CO IDX 12,018 Shares | Common Collective Trusts | — | — | $335K | 6.0% | |
| VANGUARD INTERM-TERM BOND INDEX ADM 28,807 Shares | Mutual Funds | — | — | $292K | 5.2% | |
| SCHWAB TREASURY INFL PROTECTED SECS IDX 24,694 Shares | Common Collective Trusts | — | — | $249K | 4.4% | |
| FIDELITY CAPITAL & INCOME 23,590 Shares | Mutual Funds | — | — | $239K | 4.3% | |
| VANGUARD INTER-TERM TREASURY IND ADM 12,200 Shares | Mutual Funds | — | — | $239K | 4.3% | |
| VANGUARD SMALL CAP GROWTH INDEX ADM 2,408 Shares | Mutual Funds | — | — | $237K | 4.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $228K | 4.1% | |
| VANGUARD SMALL CAP VALUE INDEX ADM 2,465 Shares | Mutual Funds | — | — | $210K | 3.7% | |
| PUTNAM STABLE VALUE FUND 189,769 Shares | Stable Value | — | — | $190K | 3.4% | |
| VANGUARD DEVELOPED MARKETS INDEX ADM 10,407 Shares | Mutual Funds | — | — | $160K | 2.8% | |
| VANGUARD REAL ESTATE INDEX ADM 1,215 Shares | Mutual Funds | — | — | $154K | 2.7% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM 3,993 Shares | Common Collective Trusts | — | — | $147K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADM 1,081 Shares | Mutual Funds | — | — | $125K | 2.2% | |
| Participant loans Maturing from 2025 to 2029. Interest rates ranging from 4.25% to 9.50%, as of December 31, 2024. | Bonds / Notes | — | — | $122K | 2.2% | |
| EMPOWER INTERNATIONAL VALUE INSTL 3,982 Shares | Other securities | — | — | $32K | 0.6% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST 5,562 Shares | Other securities | — | — | $29K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CANNON CAPITAL MANAGEMENT INC | — | SALT LAKE CITY, UT | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLS CERTIFIED PUBLIC ACCOUNTANTS PC | — | SALT LAKE CITY, UT | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE LLC | — | GILBERT, AZ | OTHER | $4K | — |
