Stable plan record

CRESTMONT PRIVATE WEALTH LLC 401(K) PLAN

Sponsored by CRESTMONT PRIVATE WEALTH LLC · EIN/PN 834536153-001

Selected filing history

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

Employer money per active participant
2025
$4,793
Administrative cost per participant
2025
$82
Active participants
2025
5
Total plan assets
2025
$471,460
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422220537NAL00022109630225$4,793
Public filing identifier

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