How big is Credere Associates, LLC.'s plan?

Credere Associates, LLC.'s plan reported $3.7M in assets and 34 participants for 2024.

Original filing (PDF)20250522154214NAL0008518098001

Credere Associates, LLC.

Name: Credere Associates, LLC. — Credere 401(k) Plan, Form 5500 (2024)
Creator: Credere Associates, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Credere 401(k) Plan

401(k) retirement plan · Credere Associates, LLC.'s Credere 401(k) Plan held $3.7M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Theresa Patten signed Credere Associates, LLC.'s 2024 Form 5500 as plan administrator.

Theresa Patten — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Credere Associates, LLC.'s EIN is 26-1102597.

EIN 26-1102597

Plan number 001

Plan year 2024

ACK ID 20250522154214NAL0008518098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Credere Associates, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Credere Associates, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREDERE ASSOCIATES, LLC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score