How big is Crescent Grove Advisors, LLC's plan?

Crescent Grove Advisors, LLC's plan reported $8.3M in assets and 35 participants for 2024.

Original filing (PDF)20250928192233NAL0004747523001

Crescent Grove Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Crescent Grove Advisors, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Crescent Grove Advisors, LLC's Crescent Grove Advisors, LLC 401(k) and Profit Sharing Plan held $8.3M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Nick Kochanski signed Crescent Grove Advisors, LLC's 2024 Form 5500 as plan administrator.

Nick Kochanski — 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

Crescent Grove Advisors, LLC's EIN is 47-3818482.

EIN 47-3818482

Plan number 001

Plan year 2024

ACK ID 20250928192233NAL0004747523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crescent Grove Advisors, 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 CRESCENT GROVE ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score