# Crestone Services Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/crestone-services-group-llc-401k-plan-002

> Crestone Services Group, LLC's 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crestone Services Group, LLC

- **Sponsor EIN:** 472866430

- **Sponsor Address:** 7080 YORK STREET, DENVER, CO, 80229

- **Plan Type:** 401(k)

- **Total Participants:** 321

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|321|$5.6M|$304,410|$809,418|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$21,909|—|$21,909|

| CANNON CAPITAL MANAGEMENT INC|INVESTMENT ADVISOR|$17,140|—|$17,140|

| GLS CERTIFIED PUBLIC ACCOUNTANTS PC|AUDITOR|$14,000|—|$14,000|

| G&S CPAS|Auditor|$14,000|—|$14,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,049

- **Estimated Expense Ratio:** 1.195% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$58,232|$18,076|—|$14,000|—|

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