Plan Snapshot
- Plan Sponsor: Crea, LLC
- Sponsor EIN: 352131181
- Sponsor Address: 30 SOUTH MERIDIAN STREET SUITE 400, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $21.6M | $458,810 | $1.9M |
| 2023 | 153 | $17.1M | $454,536 | $1.7M |
| 2022 | 157 | $13.5M | $633,780 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RINEY HANCOCK CPAS PSC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $44,443 | $44,443 | — | — | — |
| 2023 | $37,364 | $36,964 | — | — | — |
| 2022 | $21,737 | — | $21,737 | — | — |