Crestone Services Group 401(k) match, vesting and fees
What Crestone Services Group's 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | G&S Cpas (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 1,508 defined-contribution plans in information with 100 to 499 participants.
| Crestone Services Group: employer contribution per participant | $1,184 | |
| Peer median | $2,188 |
| Crestone Services Group: average balance | $21,840 | |
| Peer median | $63,883 |
| Crestone Services Group: admin expenses ÷ assets | 1.26% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 387 | $5.6M | $304K | $1,184 | 1.26% | Not published | Form 5500 ↗ |
Other Crestone Services Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Crestone Services Group 401(k) Plan
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 | The Vanguard Group, Inc. | 2022 Schedule C ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Crestone Services Group match 401(k) contributions?
The match terms for the Crestone Services Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $304K in employer contributions, about $1,184 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Crestone Services Group 401(k) match vested?
The vesting schedule for the Crestone Services Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Crestone Services Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Crestone Services Group, LLC.
I left Crestone Services Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crestone Services Group, LLC, (801) 892-0557) or the recordkeeper, Empower Annuity Insurance Company. The Crestone Services Group old 401(k) page lists the contacts from every plan filing. Find an old Crestone Services Group 401(k)
Data from the public Form 5500 annual reports Crestone Services Group 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 Crestone Services Group. Not financial advice. Report a correction · Methodology