· 2022–2024 · DOL EFAST2

CREEKWALK CONSULTING GROUP, LLC — CREEKWALK CONSULTING GROUP, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250224093554NAL0007195011001

CREEKWALK CONSULTING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CREEKWALK CONSULTING GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREEKWALK CONSULTING GROUP, LLC.

Plan sponsor

Name

CREEKWALK CONSULTING GROUP, LLC

EIN

84-4978090all filings

Address

308 MALTBIE STREET · SUITE 102 · SYRACUSE, NY · 13204

Phone

(315) 569-2046

Industry

Finance & Insurancesee 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

2025-02-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EDWARD J. BOSCH, JR. & ASSOCIATES, LLC

EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN

$403K · 5 participants

GLOCKZIN, INC. 401(K) PROFIT SHARING PLAN

$403K · 3 participants

SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES

SHAYNE LESTER, CFP SAFE HARBOR 401(K) PLAN

$403K · 6 participants

HAAS FINANCIAL RETIREMENT SAVINGS PLAN

$403K · 4 participants

ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.