Plan Snapshot
- Plan Sponsor: Creation Gardens, INC.
- Sponsor EIN: 610212680
- Sponsor Address: 2055 NELSON MILLER PARKWAY, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 948
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 948 | $13.5M | $719,623 | $1.9M |
| 2023 | 816 | $10.4M | $662,616 | $1.6M |
| 2022 | 654 | $7.5M | $349,856 | $1.2M |
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 |
|---|---|---|---|---|
| JONES, NALE, AND MATTINGLY PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES, NALE, AND MATTINGLY PLC — Auditor
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 | $95,330 | $28,266 | $67,064 | — | — |
| 2023 | $72,177 | $21,060 | $51,117 | — | — |
| 2022 | $58,694 | — | $58,694 | — | — |