Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CREO ADVISORS, LLC
EIN 83-3846215management consultingLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
19
125 CHURCH STREET, SUITE 90-211 - PEMBROKE, MA 02359617-461-4004creoadvisorsllc.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CREO ADVISORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CREO ADVISORS LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREO ADVISORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 9 | 2024 | |
| 001 | CREO ADVISORS LLC 401(K) AND PROFIT SHARING PLAN | 401k | $1.3M | 10 | 2024 |
Retirement plans