Original filing (PDF)20250529095610NAL0004756147001

CRESCENT ADVISORY & ACCOUNTING, LLC

Name: CRESCENT ADVISORY & ACCOUNTING, LLC — CRESCENT ADVISORY ACCOUNTING 401(K) PLAN, Form 5500 (2024)
Creator: CRESCENT ADVISORY & ACCOUNTING, LLC

Form 5500-SF

FILING_RECEIVED

CRESCENT ADVISORY ACCOUNTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

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.

Decision-maker contacts

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

Plan sponsor

Name

CRESCENT ADVISORY & ACCOUNTING, LLC

EIN

87-2409159all filings

Address

694 BALDWIN AVE., STE 1 · DEFUNIAK SPRINGS, FL · 32435

Phone

(850) 598-1118

Industry

Finance & Insurancesee all

Plan administrator