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  1. Companies/
  2. Crestwood Advisors Group, LLC

Filings through Oct 24, 2026.

Crestwood Advisors Group, LLC

EIN 81-4446465-investment management-Latest filing 2025
Plans
1
Retirement
1
$26.6M assets
Health & Benefits
0
Participants
70
ONE LIBERTY SQUARE, SUITE 500 - BOSTON, MA 02109617-523-8880crestwoodadvisors.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$26.6M - 70 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$26.6M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$26.6M702025
  • CRESTWOOD ADVISORS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST$26.6M
    #001 · 401(k) · 202570
Retirement plans
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