How big is Crestwood, Inc.'s plan?

Crestwood, Inc.'s plan reported $9.0M in assets and 107 participants for 2024.

Original filing (PDF)20250805091329NAL0004275250001

Crestwood, Inc.

Name: Crestwood, Inc. — Crestwood, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Crestwood, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestwood, Inc. 401(k) Plan

401(k) retirement plan · Crestwood, Inc.'s Crestwood, Inc. 401(k) Plan held $9.0M in plan assets for 107 participants in 2024.

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

People on this filing

Tammy O'BRIEN signed Crestwood, Inc.'s 2024 Form 5500 as plan administrator.

Tammy O'BRIEN — 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

Crestwood, Inc.'s EIN is 48-0759928.

EIN 48-0759928

Plan number 002

Plan year 2024

ACK ID 20250805091329NAL0004275250001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crestwood, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crestwood, Inc.'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 CRESTWOOD, INC..

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score