Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CREIDIM WEALTH PARTNERS LLC
EIN 86-3585896Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
5
271 SUMMERDALE LANE - ALGONQUIN, IL 60102224-600-5986
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 5 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
CREIDIM WEALTH PARTNERS LLC CASH BALANCE PLAN
CashBalance
Assets$853K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CREIDIM WEALTH PARTNERS LLC 401(K) PLAN
401k
Assets$291K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREIDIM WEALTH PARTNERS LLC CASH BALANCE PLAN | CashBalance | $853K | 2 | 2024 | |
| 001 | CREIDIM WEALTH PARTNERS LLC 401(K) PLAN | 401k | $291K | 3 | 2024 |
Retirement plans