How big is Crestwood Advisors Group, LLC's plan?

Crestwood Advisors Group, LLC's plan reported $20.8M in assets and 62 participants for 2024.

Original filing (PDF)20250513084438NAL0027994560001

Crestwood Advisors Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Crestwood Advisors Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Crestwood Advisors Group, LLC's Crestwood Advisors Group, LLC 401(k) Profit Sharing Plan and Trust held $20.8M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

People on this filing

Roy Treible signed Crestwood Advisors Group, LLC's 2024 Form 5500 as plan administrator.

Roy Treible — 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 Advisors Group, LLC's EIN is 81-4446465.

EIN 81-4446465

Plan number 001

Plan year 2024

ACK ID 20250513084438NAL0027994560001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crestwood Advisors Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRESTWOOD ADVISORS GROUP, 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

Knocking points off