How big is CRE Group, LLC's plan?

CRE Group, LLC's plan reported $497K in assets and 30 participants for 2025.

Original filing (PDF)20260416115458NAL0024852579001

CRE Group, LLC

Name: CRE Group, LLC — CRE Group 401(k) Plan, Form 5500 (2025)
Creator: CRE Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CRE Group 401(k) Plan

401(k) retirement plan · CRE Group, LLC's CRE Group 401(k) Plan held $497K in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Courtney Lovoi signed CRE Group, LLC's 2025 Form 5500 as plan administrator.

Courtney Lovoi — 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

CRE Group, LLC's EIN is 87-0792201.

EIN 87-0792201

Plan number 001

Plan year 2025

ACK ID 20260416115458NAL0024852579001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CRE Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CRE Group, 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 CRE GROUP, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CRE GROUP, LLC

EIN

all filings

Address

900 HOGAN STREET · HOUSTON, TX · 77009

Phone

(713) 225-0553

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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