Original filing (PDF)20240627143523NAL0006737475001

Cresthaven Financial Partners

Name: Cresthaven Financial Partners — Cresthaven Financial, Form 5500 (2023)
Creator: Cresthaven Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cresthaven Financial Partners 401(k)

Defined-contribution retirement plan · Cresthaven Financial Partners' Cresthaven Financial Partners 401(k) filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Steven Schultze signed Cresthaven Financial Partners' 2023 Form 5500 as plan administrator.

Steven Schultze — 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

Cresthaven Financial Partners' EIN is 84-4561042.

EIN 84-4561042

Plan number 001

Plan year 2023

ACK ID 20240627143523NAL0006737475001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cresthaven Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cresthaven Financial Partners' plan includes profit-sharing, 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 CRESTHAVEN FINANCIAL PARTNERS.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score