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Original filing (PDF)20260219152700NAL0008333537001
CREST INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
CREST INDUSTRIES, LLC EMPLOYEE BENEFITS PLAN
Health & welfare plan
Signals · 4
Late filing · 3.1 mo80% in single holding~1152 bps in Sched C feesNo recordkeeper disclosed
Active participants
905
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.1 months past the 10.5-month grace window.
- Top holding "Fidelity Government" is 80% of plan.
- 1152 bps in Schedule C fees — 2115% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREST INDUSTRIES, LLC.
Plan sponsor
Name
CREST INDUSTRIES, LLC
EIN
72-0728139
Address
P. O. BOX 6115 · ALEXANDRIA, LA · 71307
Phone
(318) 448-8287
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | SHREVEPORT, LA | INSURANCE AGENT | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | 75-2355889 | AMARILLO, TN | TPA | $259K | — |
Investments
2 direct securities· $2.2M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government | — | — | $2.0M | $2.0M | 79.8% | |
| Origin Bank | — | — | $250K | $250K | 10.1% |
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