Original filing (PDF)20250602150049NAL0027896418001

CREST CAPITAL MANAGEMENT COMPANY

Name: CREST CAPITAL MANAGEMENT COMPANY — CREST MANAGEMENT COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: CREST CAPITAL MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

CREST MANAGEMENT COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

114

Accounts w/ balance

119

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREST CAPITAL MANAGEMENT COMPANY.

Plan sponsor

Name

CREST CAPITAL MANAGEMENT COMPANY

DBA

CREST MANAGEMENT COMPANY, INC.

EIN

76-0411286

Address

17171 PARK ROW DRIVE #310 · HOUSTON, TX · 77084

Phone

(281) 579-0761

Industry

Real Estatesee all

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

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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