How big is Mountain Crest Wealth Management, LLC's plan?

Mountain Crest Wealth Management, LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20251007100525NAL0004596769001

Mountain Crest Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Mountain Crest Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Mountain Crest Wealth Management, LLC's Mountain Crest Wealth Management, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Mountain Crest Wealth Management, LLC's EIN is 86-2434211.

EIN 86-2434211

Plan number 001

Plan year 2024

ACK ID 20251007100525NAL0004596769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain Crest Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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