401k Record

Employers › Crestone Services Group

Crestone Services Group 401(k)

Recordkeeping fees per participant · Crestone Services Group 401(k) Plan · plan year 2024

$85.25

Higher than 56% of the 7,477 plans $1 to 10M that report it.

Source

= $21,910 / 257
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260122172251NAL0004787889001, received 2026-01-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260122172251NAL0004787889001, received 2026-01-22

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-01-22.

Cost and contributions

Administrative expenses excluding investment management, per participant

$156.25

10th: $13.66median $103.3390th: $302.77

Higher than 67% of the 14,713 plans $1 to 10M that report it.

Source

= $40,156 / 257
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260122172251NAL0004787889001, received 2026-01-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260122172251NAL0004787889001, received 2026-01-22

Administrative expenses per participant

$226.58

10th: $19.42median $150.2790th: $370.75

Higher than 69% of the 15,210 plans $1 to 10M that report it.

Source

= $58,232 / 257
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260122172251NAL0004787889001, received 2026-01-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260122172251NAL0004787889001, received 2026-01-22

Administrative expenses as a share of assets

1.037%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 87% of the 15,243 plans $1 to 10M that report it.

Source

= $58,232 / $5,612,966
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260122172251NAL0004787889001, received 2026-01-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260122172251NAL0004787889001, received 2026-01-22

Employer contributions per participant

$1,184

10th: $357median $1,32390th: $2,861

Higher than 45% of the 13,342 plans $1 to 10M that report it.

Source

= $304,410 / 257
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260122172251NAL0004787889001, received 2026-01-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260122172251NAL0004787889001, received 2026-01-22

Employer share of total contributions

24.8%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 37% of the 13,370 plans $1 to 10M that report it.

Source

= $304,410 / $1,229,916
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260122172251NAL0004787889001, received 2026-01-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260122172251NAL0004787889001, received 2026-01-22

Plan terms, as stated in Crestone Services Group, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260122172251NAL0004787889001, received 2026-01-22

Full record, Crestone Services Group 401(k) Plan

FieldValueSource
Plan sponsorCRESTONE SERVICES GROUP, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260122172251NAL0004787889001, received 2026-01-22
Plan nameCRESTONE SERVICES GROUP 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260122172251NAL0004787889001, received 2026-01-22
Sponsor EIN / plan number47-2866430 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260122172251NAL0004787889001, received 2026-01-22
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260122172251NAL0004787889001, received 2026-01-22
Sponsor locationDENVER, COForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260122172251NAL0004787889001, received 2026-01-22
Industry (business code)517000, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260122172251NAL0004787889001, received 2026-01-22
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260122172251NAL0004787889001, received 2026-01-22
Filing received2026-01-22Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260122172251NAL0004787889001, received 2026-01-22
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260122172251NAL0004787889001, received 2026-01-22
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260122172251NAL0004787889001, received 2026-01-22
Participants, beginning of year413Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260122172251NAL0004787889001, received 2026-01-22
Active participants321Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260122172251NAL0004787889001, received 2026-01-22
Participants, end of year387Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260122172251NAL0004787889001, received 2026-01-22
Participants with an account balance257Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260122172251NAL0004787889001, received 2026-01-22
Total assets, beginning of year$3,603,104Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260122172251NAL0004787889001, received 2026-01-22
Total assets, end of year$5,612,966Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260122172251NAL0004787889001, received 2026-01-22
Net assets, end of year$5,612,966Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260122172251NAL0004787889001, received 2026-01-22
Total income$2,007,090Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260122172251NAL0004787889001, received 2026-01-22
Net income$463,685Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260122172251NAL0004787889001, received 2026-01-22
Employer contributions$304,410Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260122172251NAL0004787889001, received 2026-01-22
Participant contributions$809,418Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260122172251NAL0004787889001, received 2026-01-22
Other contributions (incl. rollovers)$116,088Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260122172251NAL0004787889001, received 2026-01-22
Total contributions$1,229,916Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260122172251NAL0004787889001, received 2026-01-22
Benefit payments$1,468,787Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260122172251NAL0004787889001, received 2026-01-22
Total expenses (incl. benefit payments)$1,543,405Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260122172251NAL0004787889001, received 2026-01-22
Total administrative expenses$58,232Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260122172251NAL0004787889001, received 2026-01-22
Recordkeeping fees$21,910Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260122172251NAL0004787889001, received 2026-01-22
IQPA audit fees$14,000Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260122172251NAL0004787889001, received 2026-01-22
Investment advisory and management fees$18,076Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260122172251NAL0004787889001, received 2026-01-22
Administrative expenses excluding investment management$40,156derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260122172251NAL0004787889001, received 2026-01-22
Held in common/collective trusts$227,967Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260122172251NAL0004787889001, received 2026-01-22
Held in mutual funds$5,263,437Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260122172251NAL0004787889001, received 2026-01-22
Independent auditorG&S CPASSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260122172251NAL0004787889001, received 2026-01-22

Position = column in the DOL layout for form year 2024. Filing 20260122172251NAL0004787889001, received 2026-01-22.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $21,909yes
CANNON CAPITAL MANAGEMENT INCINVESTMENT ADVISOR 27 Investment advisory (plan) $17,140no
GLS CERTIFIED PUBLIC ACCOUNTANTS PCAUDITOR 10 Accounting (including auditing) $14,000no
FIDUCIARY WISE LLCOTHER 99 Other fees $4,246no
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT 28 Investment management $936no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260122172251NAL0004787889001, received 2026-01-22.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

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Sponsor name as filed: CRESTONE SERVICES GROUP, LLC; SEC registrant: Crestone Services Group, LLC (CIK 1889657, matched by EIN).