How big is Cresta Intelligence Inc.'s plan?

Cresta Intelligence Inc.'s plan reported $7.6M in assets and 181 participants for 2024.

Original filing (PDF)20251013010630NAL0001466306001

Cresta Intelligence Inc.

Name: Cresta Intelligence Inc. — Cresta Intelligence, Form 5500 (2024)
Creator: Cresta Intelligence Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cresta Intelligence 401(k) Plan

401(k) retirement plan · Cresta Intelligence Inc.'s Cresta Intelligence 401(k) Plan held $7.6M in plan assets for 181 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

181

Accounts w/ balance

197

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Cal VIN CHAN signed Cresta Intelligence Inc.'s 2024 Form 5500 as plan administrator.

Cal VIN CHAN — 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

Cresta Intelligence Inc.'s EIN is 82-2180306.

EIN 82-2180306

Plan number 001

Plan year 2024

ACK ID 20251013010630NAL0001466306001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

24 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 38K (1% of contributions).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

CRESTA INTELLIGENCE INC

EIN

all filings

Address

540 BRYANT ST · 200 · PALO ALTO, CA · 94301

Phone

(833) 349-6751

Industry

Software Publishers· Information / Tech / Media

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

2025-10-13

Pension benefit codes

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)

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

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

24 direct securities· $7.6M(100% of reported assets)

Mutual Funds

$6.0M

14 holdings

Common Collective Trusts

$1.5M

8 holdings

Cash / Money Market

$57K

1 holding

Other securities

$25K

1 holding

					% of plan
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.5M	19.6%
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.5M	19.1%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.3M	16.8%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$532K	7.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$507K	6.6%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$503K	6.6%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$466K	6.1%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$303K	4.0%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$286K	3.7%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$224K	2.9%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$180K	2.4%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$93K	1.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$72K	0.9%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$64K	0.8%
Gabelli U.S. Treasury Money Market Fund Mutual Fund	Cash / Money Market	—	—	$57K	0.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$47K	0.6%
American Century High Income Fund Class R6 Mutual Fund ** 747 Principal Mid Cap Fund Class R6 Mutual Fund	Other securities	—	—	$25K	0.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$22K	0.3%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
MFS International Equity Fund Class R6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Management Trust Company Interest-bearing Cash	Mutual Funds	—	—	$2K	<0.1%
American Funds Bond Fund of America Class R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Cohen & Steers Instl Realty Shares Mutual Fund ** 735 American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
PIMCO RAE US Small Instl Mutual Fund	Mutual Funds	—	—	$1K	<0.1%