Civic Intelligence

Cre Investment Advisors LLC

Plan context: Cre Investment Advisors LLC

EIN 81-5483871 • Bala Cynwyd, PA • 7 filings • 2 plans

1 Presidential BoulevardSuite 201Bala Cynwyd, PA 19004
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,389,192

2024 Contributions

$572,061

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,389,192$1,194,596$0201820212024YearValue
$2,389,192Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

26130201820212024YearValue
25Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024125$2,389,192$572,061$22,882iApproximate average salary by contribution assumption: employee only about $572,061 at 4% or $381,374 at 6%; with 50% employer match about $381,374 at 4% or $254,249 at 6%; with 100% employer match about $286,031 at 4% or $190,687 at 6%.
Cre Investment Advisors LLC-25$2,389,192$572,061$22,882iApproximate average salary by contribution assumption: employee only about $572,061 at 4% or $381,374 at 6%; with 50% employer match about $381,374 at 4% or $254,249 at 6%; with 100% employer match about $286,031 at 4% or $190,687 at 6%.
2023126$1,545,544$319,167$12,276iApproximate average salary by contribution assumption: employee only about $306,891 at 4% or $204,594 at 6%; with 50% employer match about $204,594 at 4% or $136,396 at 6%; with 100% employer match about $153,446 at 4% or $102,297 at 6%.
Cre Investment Advisors LLC-26$1,545,544$319,167$12,276iApproximate average salary by contribution assumption: employee only about $306,891 at 4% or $204,594 at 6%; with 50% employer match about $204,594 at 4% or $136,396 at 6%; with 100% employer match about $153,446 at 4% or $102,297 at 6%.
2022123$1,035,551$730,004$31,739iApproximate average salary by contribution assumption: employee only about $793,483 at 4% or $528,988 at 6%; with 50% employer match about $528,988 at 4% or $352,659 at 6%; with 100% employer match about $396,741 at 4% or $264,494 at 6%.
Cre Investment Advisors LLC-23$1,035,551$730,004$31,739iApproximate average salary by contribution assumption: employee only about $793,483 at 4% or $528,988 at 6%; with 50% employer match about $528,988 at 4% or $352,659 at 6%; with 100% employer match about $396,741 at 4% or $264,494 at 6%.
2021124$544,896$182,565$7,607iApproximate average salary by contribution assumption: employee only about $190,172 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,521 at 6%; with 100% employer match about $95,086 at 4% or $63,391 at 6%.
Cre Investment Advisors LLC-24$544,896$182,565$7,607iApproximate average salary by contribution assumption: employee only about $190,172 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,521 at 6%; with 100% employer match about $95,086 at 4% or $63,391 at 6%.
2020117$310,389$161,076$9,475iApproximate average salary by contribution assumption: employee only about $236,876 at 4% or $157,918 at 6%; with 50% employer match about $157,918 at 4% or $105,278 at 6%; with 100% employer match about $118,438 at 4% or $78,959 at 6%.
Cre Investment Advisors LLC-17$310,389$161,076$9,475iApproximate average salary by contribution assumption: employee only about $236,876 at 4% or $157,918 at 6%; with 50% employer match about $157,918 at 4% or $105,278 at 6%; with 100% employer match about $118,438 at 4% or $78,959 at 6%.
2019112$104,701$87,732$7,311iApproximate average salary by contribution assumption: employee only about $182,775 at 4% or $121,850 at 6%; with 50% employer match about $121,850 at 4% or $81,233 at 6%; with 100% employer match about $91,388 at 4% or $60,925 at 6%.
Cre Investment Advisors LLC-12$104,701$87,732$7,311iApproximate average salary by contribution assumption: employee only about $182,775 at 4% or $121,850 at 6%; with 50% employer match about $121,850 at 4% or $81,233 at 6%; with 100% employer match about $91,388 at 4% or $60,925 at 6%.
201815$8,940$10,213$2,043iApproximate average salary by contribution assumption: employee only about $51,065 at 4% or $34,043 at 6%; with 50% employer match about $34,043 at 4% or $22,696 at 6%; with 100% employer match about $25,533 at 4% or $17,022 at 6%.
Cre Investment Advisors LLC-5$8,940$10,213$2,043iApproximate average salary by contribution assumption: employee only about $51,065 at 4% or $34,043 at 6%; with 50% employer match about $34,043 at 4% or $22,696 at 6%; with 100% employer match about $25,533 at 4% or $17,022 at 6%.