Plan Snapshot
- Plan Sponsor: Creative Alternatives, INC.
- Sponsor EIN: 942378380
- Sponsor Address: 2855 GEER ROAD, TURLOCK, CA, 95382
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 204 | $10.0M | $0 | $0 |
| 2024 | 199 | $9.2M | $0 | $0 |
| 2023 | 204 | $8.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES, LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $55,900 | $18,695 | — | — | — |
| 2024 | $52,065 | $16,888 | — | — | — |
| 2023 | $50,667 | $16,651 | — | — | — |