Crestline Investors 401(k) match, vesting and fees
What Crestline Investors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Crestline Investors: employer contribution per participant | $6,678 | |
| Peer median | $2,868 |
| Crestline Investors: average balance | $178,162 | |
| Peer median | $95,281 |
| Crestline Investors: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.2M at the end of plan year 2021 to $44.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 269 | $44.2M | $1.7M | $6,678 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 240 | $35.7M | $1.4M | $6,510 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 212 | $26.5M | $1.1M | $5,930 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 194 | $30.2M | $901K | $5,120 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Crestline Investors match 401(k) contributions?
The match terms for the Crestline Investors, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $6,678 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Crestline Investors 401(k) match vested?
The vesting schedule for the Crestline Investors, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Crestline Investors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Crestline Investors, Inc.
I left Crestline Investors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crestline Investors, Inc, (817) 339-7158) or the recordkeeper, Fidelity Investments Institutional. The Crestline Investors old 401(k) page lists the contacts from every plan filing. Find an old Crestline Investors 401(k)
Data from the public Form 5500 annual reports Crestline Investors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Crestline Investors. Not financial advice. Report a correction · Methodology