How big is Crestone Capital, LLC's plan?

Crestone Capital, LLC's plan reported $13.1M in assets and 60 participants for 2024.

Original filing (PDF)20250716120504NAL0004288720001

Crestone Capital, LLC

Name: Crestone Capital, LLC — Crestone Capital, LLC 401(k), Form 5500 (2024)
Creator: Crestone Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestone Capital, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Crestone Capital, LLC's Crestone Capital, LLC 401(k) Profit Sharing Plan and Trust held $13.1M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Russell Johnston signed Crestone Capital, LLC's 2024 Form 5500 as plan administrator.

Russell Johnston — 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

Crestone Capital, LLC's EIN is 84-1594722.

EIN 84-1594722

Plan number 001

Plan year 2024

ACK ID 20250716120504NAL0004288720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crestone Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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