Original filing (PDF)20250529150251NAL0007448017001

GREGG AND LISA ROMANS, LLC DBA CBA CRESTWOOD

Name: GREGG AND LISA ROMANS, LLC DBA CBA CRESTWOOD — CBA CRESTWOOD 401(K) PLAN, Form 5500 (2024)
Creator: GREGG AND LISA ROMANS, LLC DBA CBA CRESTWOOD

Form 5500-SF

FILING_RECEIVED

CBA CRESTWOOD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGG AND LISA ROMANS, LLC DBA CBA CRESTWOOD.

Plan sponsor

Name

GREGG AND LISA ROMANS, LLC DBA CBA CRESTWOOD

EIN

82-2440489

Address

6410 CLAYMONT CROSSING · CRESTWOOD, KY · 40014

Phone

(502) 702-2700

Industry

Other Services (ex. Public Admin)see 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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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