How big is Crescent Wealth Management, LLC's plan?

Crescent Wealth Management, LLC's plan reported $179K in assets and 5 participants for 2024.

Original filing (PDF)20251008105323NAL0005722465001

Crescent Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Crescent Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Crescent Wealth Management, LLC's Crescent Wealth Management, LLC 401(k) Plan held $179K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

Plan identifiers

Crescent Wealth Management, LLC's EIN is 87-4629794.

EIN 87-4629794

Plan number 001

Plan year 2024

ACK ID 20251008105323NAL0005722465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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