How big is ACRE Investment Management, LLC's plan?

ACRE Investment Management, LLC's plan reported $2.3M in assets and 11 participants for 2024.

Original filing (PDF)20250922133745NAL0012373122001

ACRE Investment Management, LLC

Name: ACRE Investment Management, LLC — C2I, LLC 401(k), Form 5500 (2024)
Creator: ACRE Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C2I, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · ACRE Investment Management, LLC's C2I, LLC 401(k) Profit Sharing Plan held $2.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Kathy Sarich signed ACRE Investment Management, LLC's 2024 Form 5500 as plan administrator.

Kathy Sarich — 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

ACRE Investment Management, LLC's EIN is 56-2666921.

EIN 56-2666921

Plan number 001

Plan year 2024

ACK ID 20250922133745NAL0012373122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ACRE Investment Management, 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 ACRE INVESTMENT MANAGEMENT, LLC.

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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