P 401(k) Plan Report

Stable plan record

CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by CRESTWOOD ADVISORS GROUP, LLC · EIN/PN 814446465-001

Selected filing history

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

Employer money per active participant
2025
$18,359
Administrative cost per participant
2025
$49
Active participants
2025
64
Total plan assets
2025
$26,599,477
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260529070014NAL001872368200164$18,359
Public filing identifier

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