P 401(k) Plan Report

Stable plan record

CRESTVIEW ADVISORS, LLC 401K PLAN

Sponsored by CRESTVIEW ADVISORS, LLC · EIN/PN 364562205-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$8,402
Administrative cost per participant
2025
$26
Active participants
2025
47
Total plan assets
2025
$24,707,578
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260623092216NAL000707425700147$8,402
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.