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CRESTPOINT SOLUTIONS, INC. — CRESTPOINT SOLUTIONS, INC. 401-K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260216175005NAL0004836577001
CRESTPOINT SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
CRESTPOINT SOLUTIONS, INC. 401-K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.0 mo
Active participants
4
Accounts w/ balance
10
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CRESTPOINT SOLUTIONS, INC.
.
Find decision makers
Plan sponsor
Name
CRESTPOINT SOLUTIONS, INC.
EIN
94-3382012
Address
4900 HOPYARD RD. · SUITE 100 · PLEASANTON, CA · 94588
Phone
(925) 828-6005
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 3.0 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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