How big is Crescent Pine Family Office Group, LLC's plan?

Crescent Pine Family Office Group, LLC's plan reported $528K in assets and 3 participants for 2024.

Original filing (PDF)20250911121259NAL0000226403001

Crescent Pine Family Office Group, LLC

Name: Crescent Pine Family Office Group, LLC — Form 5500 Plan 002 (2024)
Creator: Crescent Pine Family Office Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crescent Pine Family Office Group, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Crescent Pine Family Office Group, LLC's Crescent Pine Family Office Group, LLC Cash Balance Pension Plan held $528K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$528K

Net assets (EOY)

$527K

People on this filing

Ronan O'BYRNE signed Crescent Pine Family Office Group, LLC's 2024 Form 5500 as plan administrator.

Ronan O'BYRNE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crescent Pine Family Office Group, LLC's EIN is 88-3370217.

EIN 88-3370217

Plan number 002

Plan year 2024

ACK ID 20250911121259NAL0000226403001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crescent Pine Family Office Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score