How big is Crestline Advisory Group LLC's plan?

Crestline Advisory Group LLC's plan reported $580K in assets and 4 participants for 2024.

Original filing (PDF)20250618065919NAL0002100529001

Crestline Advisory Group LLC

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

Form 5500-SF

FILING_RECEIVED

Crestline Advisory Group LLC 401(k) P/S Plan

401(k) retirement plan · Crestline Advisory Group LLC's Crestline Advisory Group LLC 401(k) P/S Plan held $580K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Dan Vanek signed Crestline Advisory Group LLC's 2024 Form 5500 as plan administrator.

Dan Vanek — 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

Crestline Advisory Group LLC's EIN is 82-3546196.

EIN 82-3546196

Plan number 001

Plan year 2024

ACK ID 20250618065919NAL0002100529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score