Original filing (PDF)20250905153234NAL0029238032001

CRESCENT HARBOR PRIVATE WEALTH, LLC

Name: CRESCENT HARBOR PRIVATE WEALTH, LLC — CRESCENT HARBOR PRIVATE WEALTH 401(K) PLAN, Form 5500 (2024)
Creator: CRESCENT HARBOR PRIVATE WEALTH, LLC

Form 5500-SF

FILING_RECEIVED

CRESCENT HARBOR PRIVATE WEALTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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 HARBOR PRIVATE WEALTH, LLC.

Plan sponsor

Name

CRESCENT HARBOR PRIVATE WEALTH, LLC

EIN

93-1420867all filings

Address

30 MONTGOMERY STREET STE 970 · JERSEY CITY, NJ · 07302

Phone

(214) 540-4120

Industry

Finance & Insurancesee all

Plan administrator