Plan Snapshot
- Plan Sponsor: Cre Investment Advisors, LLC
- Sponsor EIN: 815483871
- Sponsor Address: 1 PRESIDENTIAL BOULEVARD, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 40 | $3.2M | $0 | $0 |
| 2024 | 25 | $2.4M | $95,468 | $250,711 |
| 2023 | 26 | $1.5M | $76,956 | $230,230 |
| 2022 | 23 | $1.0M | $61,111 | $182,653 |