How big is Cedar Creek Wealth Management, LLC's plan?

Cedar Creek Wealth Management, LLC's plan reported $167K in assets and 7 participants for 2024.

Original filing (PDF)20250910150102NAL0035694160001

Cedar Creek Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Cedar Creek Wealth Management 401(k) Plan

401(k) retirement plan · Cedar Creek Wealth Management, LLC's Cedar Creek Wealth Management 401(k) Plan held $167K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

Cedar Creek Wealth Management, LLC's EIN is 93-4681368.

EIN 93-4681368

Plan number 001

Plan year 2024

ACK ID 20250910150102NAL0035694160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cedar Creek 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 CEDAR CREEK 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