Sponsor portfolio
CRESCENT ADVISORY & ACCOUNTING
EIN 87-2409159Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$439K assets
Welfare
0
Participants
7
694 BALDWIN AVE STE 1 - DEFUNIAK SPRINGS, FL 324351938850-892-5558
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 | |
|---|---|---|---|---|---|---|
| 001 | CRESCENT ADVISORY & ACCOUNTING 401(K) PROFIT SHARING PLAN & TRUST | 401k | $439K | 7 | 2025 |
Retirement plans