How big is Crescent Bank's plan?

Crescent Bank's plan reported $23.0M in assets and 291 participants for 2024.

Original filing (PDF)20250902164303NAL0014460577001

Crescent Bank

Name: Crescent Bank — Crescent Bank Retirement Savings, Form 5500 (2024)
Creator: Crescent Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Crescent Bank Retirement Savings Plan

401(k) retirement plan · Crescent Bank's Crescent Bank Retirement Savings Plan held $23.0M in plan assets for 291 participants in 2024, with Fidelity as recordkeeper.

Active participants

291

Accounts w/ balance

413

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

People on this filing

Melissa English signed Crescent Bank's 2024 Form 5500 as plan administrator.

Melissa English — 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 Bank's EIN is 72-1195686.

EIN 72-1195686

Plan number 001

Plan year 2024

ACK ID 20250902164303NAL0014460577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crescent Bank's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRESCENT BANK.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CRESCENT BANK

EIN

all filings

Address

2121 AIRLINE DRIVE · SUITE 400 · METAIRIE, LA · 70001

Phone

(504) 293-7227

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

33 direct securities· $20.9M(91% of reported assets)

Mutual Funds

$18.7M

26 holdings

Common Collective Trusts

$1.3M

3 holdings

Other securities

$870K

4 holdings

					% of plan
Fidelity Growth Company Fund	Mutual Funds	—	—	$2.7M	11.8%
Fidelity Contrafund	Mutual Funds	—	—	$2.5M	10.7%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$2.1M	9.1%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$1.4M	6.0%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$1.3M	5.6%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$1.2M	5.3%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$985K	4.3%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$864K	3.8%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$848K	3.7%
Fidelity Mid-Cap Stock Fund	Mutual Funds	—	—	$695K	3.0%
Fidelity OTC Portfolio	Mutual Funds	—	—	$672K	2.9%
Fidelity Focused Stock Fund	Mutual Funds	—	—	$521K	2.3%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$503K	2.2%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$467K	2.0%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$426K	1.9%
Fidelity International Discovery Fund	Mutual Funds	—	—	$406K	1.8%
American Funds American Funds American Mutual Fund Class R5	Mutual Funds	—	—	$380K	1.6%
Fidelity International Cap Appreciation Fund	Mutual Funds	—	—	$356K	1.5%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund Advisor Class	Other securities	—	—	$338K	1.5%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$268K	1.2%
Baron Growth Fund Institutional Shares	Other securities	—	—	$266K	1.2%
Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$262K	1.1%
Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$230K	1.0%
Invesco Main Street Fund Class A	Mutual Funds	—	—	$212K	0.9%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$186K	0.8%
Allspring Global Allspring Special Mid Cap Value Fund Class R6	Other securities	—	—	$159K	0.7%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$147K	0.6%
Fidelity Puritan Fund	Mutual Funds	—	—	$136K	0.6%
Nuveen Investments Nuveen Real Estate Securities Fund Class A	Mutual Funds	—	—	$124K	0.5%
Northern Small Cap Core Fund Class I	Other securities	—	—	$106K	0.5%
PIMCO Investments PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$97K	0.4%
Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$53K	0.2%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$51K	0.2%