How big is CREO Advisors, LLC's plan?

CREO Advisors, LLC's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20251009090741NAL0003444547001

CREO Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

CREO Advisors, LLC Cash Balance Pension Plan

Defined-benefit pension plan · CREO Advisors, LLC's CREO Advisors, LLC Cash Balance Pension Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 002

Plan year 2024

ACK ID 20251009090741NAL0003444547001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score