# Cre Investment Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cre-investment-advisors-llc-401k-plan

> Cre Investment Advisors, LLC's 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cre Investment Advisors, LLC

- **Sponsor EIN:** 815483871

- **Sponsor Address:** 1 PRESIDENTIAL BOULEVARD, BALA CYNWYD, PA, 19004

- **Plan Type:** 401(k)

- **Total Participants:** 25

- **Total Assets:** $2.4M

## 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.|

| 2024|25|$2.4M|$95,468|$250,711|

| 2023|26|$1.5M|$76,956|$230,230|

| 2022|23|$1.0M|$61,111|$182,653|

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