How big is Crescent Financial, Inc.'s plan?

Crescent Financial, Inc.'s plan reported $569K in assets and 5 participants for 2024.

Original filing (PDF)20250902114131NAL0024377664001

Crescent Financial, Inc.

Name: Crescent Financial, Inc. — Crescent Financial, Inc., Form 5500 (2024)
Creator: Crescent Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crescent Financial, Inc. 401(k) Plan

401(k) retirement plan · Crescent Financial, Inc.'s Crescent Financial, Inc. 401(k) Plan held $569K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

Plan identifiers

Crescent Financial, Inc.'s EIN is 85-1465355.

EIN 85-1465355

Plan number 001

Plan year 2024

ACK ID 20250902114131NAL0024377664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crescent Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crescent Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CRESCENT FINANCIAL, INC.

EIN

all filings

Address

220 S 17TH, SUITE 200 · LINCOLN, NE · 68508

Phone

(402) 326-5895

Industry

Finance & Insurance

Plan administrator