Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CRESCENT MARKETING, INC.
EIN 33-0806686writing and editingLatest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
41
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M assets / 41 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CRESCENT MARKETING, INC. CASH BALANCE PLAN
CashBalance
Assets$6.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CRESCENT MARKETING, INC. 401(K) PLAN
401k
Assets$2.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CRESCENT MARKETING, INC. CASH BALANCE PLAN | CashBalance | $6.0M | 21 | 2025 | |
| 001 | CRESCENT MARKETING, INC. 401(K) PLAN | 401k | $2.0M | 20 | 2025 |
Retirement plans