How big is Charles R. Harlan's plan?

Charles R. Harlan's plan reported $223K in assets and 10 participants for 2024.

Original filing (PDF)20250613094013NAL0028535296001

Charles R. Harlan

Name: Charles R. Harlan — Crestone Holdings LLC 401(k), Form 5500 (2024)
Creator: Charles R. Harlan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestone Holdings LLC 401(k) Plan

401(k) retirement plan · Charles R. Harlan's Crestone Holdings LLC 401(k) Plan held $223K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

People on this filing

Charles Harlan signed Charles R. Harlan's 2024 Form 5500 as plan administrator.

Charles Harlan — 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

Charles R. Harlan's EIN is 92-2660686.

EIN 92-2660686

Plan number 001

Plan year 2024

ACK ID 20250613094013NAL0028535296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles R. Harlan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles R. Harlan'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 CHARLES R. HARLAN.

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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