Crescent Bank & Trust 401(k) Plan: Login, Facts & Contact Information

Crescent Bank & Trust 401(k) Plan Facts

Plan name
CRESCENT BANK RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CRESCENT BANK
Participants
484 (291 active employees)
Former employees with a balance
134
Plan assets
$23,025,578 at Dec 31, 2024
Average account balance
$55,752 across 413 accounts
Employer contributions
$488,056 in plan year 2024 (20% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.41 million went into the plan in contributions, $488,056 of it from the employer (20%).
  • $4.20 million was paid out to participants.
  • Investment and other income added $3.60 million.
  • Administrative expenses were $36,874, about $89 per account.

How the Crescent Bank & Trust 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019504$21.1 million$533,678$1.03 million
2020580$20.1 million$432,082$6.02 million
2021433$21.0 million$480,473$4.96 million
2022462$17.2 million$654,981$2.70 million
2023557$21.3 million$801,359$3.04 million
2024484$23.0 million$488,056$4.20 million

Crescent Bank & Trust 401(k) Contact Information

Phone
504-293-7227
Mailing address
2121 AIRLINE DRIVE SUITE 400, METAIRIE LA 70001
Plan sponsor
CRESCENT BANK
Employer identification number (EIN)
72-1195686
Plan number
001

Questions about the Crescent Bank & Trust 401(k)

Does Crescent Bank & Trust contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $488,056, 20% of all contributions.

Does the Crescent Bank & Trust 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Crescent Bank & Trust 401(k) plan?

484 participants at the start of plan year 2024, 291 of them active employees, and 134 former employees who still had money in the plan.

What is the average 401(k) balance at Crescent Bank & Trust?

About $55,752 per account: $23.0 million in plan assets across 413 accounts with a balance at the end of plan year 2024.

Who manages the Crescent Bank & Trust 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Crescent Bank & Trust. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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