How big is Cresta Investment Group LLC's plan?

Cresta Investment Group LLC's plan reported $379K in assets and 8 participants for 2025.

Original filing (PDF)20260427221101NAL0005081011034

Cresta Investment Group LLC

Name: Cresta Investment Group LLC — Cresta Investment, Form 5500 (2025)
Creator: Cresta Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cresta Investment Group LLC 401(k) Plan

401(k) retirement plan · Cresta Investment Group LLC's Cresta Investment Group LLC 401(k) Plan held $379K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

Plan identifiers

Cresta Investment Group LLC's EIN is 86-2585018.

EIN 86-2585018

Plan number 001

Plan year 2025

ACK ID 20260427221101NAL0005081011034

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cresta Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cresta Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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