Sponsor portfolio
CREST FINANCIAL STRATEGIES LLC
EIN 27-3056261financial servicesLatest filing 2025
Plans
1
Retirement
1
$839K assets
Welfare
0
Participants
10
345 FRAZIER AVE - CHATTANOOGA, TN 374054095423-648-2733crestfinancialstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREST FINANCIAL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $839K | 10 | 2025 |
Retirement plans