How big is Crestpoint Wealth Management, LLC's plan?

Crestpoint Wealth Management, LLC's plan reported $266K in assets and 3 participants for 2024.

Original filing (PDF)20250723123857NAL0004449248001

Crestpoint Wealth Management, LLC

Name: Crestpoint Wealth Management, LLC — Crestpoint, Form 5500 (2024)
Creator: Crestpoint Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestpoint Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Crestpoint Wealth Management, LLC's Crestpoint Wealth Management, LLC 401(k) Plan held $266K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

Plan identifiers

Crestpoint Wealth Management, LLC's EIN is 83-2711119.

EIN 83-2711119

Plan number 001

Plan year 2024

ACK ID 20250723123857NAL0004449248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crestpoint Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crestpoint Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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