How big is CREO Advisors, LLC's plan?

CREO Advisors, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20251009090849NAL0003445603001

CREO Advisors, LLC

Name: CREO Advisors, LLC — CREO Advisors LLC 401(k) and, Form 5500 (2024)
Creator: CREO Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CREO Advisors LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · CREO Advisors, LLC's CREO Advisors LLC 401(k) and Profit Sharing Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Richard Vitaro signed CREO Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard Vitaro — 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

CREO Advisors, LLC's EIN is 83-3846215.

EIN 83-3846215

Plan number 001

Plan year 2024

ACK ID 20251009090849NAL0003445603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CREO Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREO ADVISORS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CREO ADVISORS, LLC

EIN

all filings

Address

125 CHURCH STREET · SUITE 90-211 · PEMBROKE, MA · 02359

Phone

(617) 461-4004

Industry

Professional & Technical Services

Plan administrator