# Creative Alternatives, INC. 401(k) Plan
Source: https://planprovider.pro/companies/creative-alternatives-inc-942378380-003

> Creative Alternatives, INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Creative Alternatives, INC.

- **Sponsor EIN:** 942378380

- **Sponsor Address:** 2855 GEER ROAD, TURLOCK, CA, 95382

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **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.|

| 2024|204|$10.0M|$239,722|$0|

| 2023|199|$9.2M|$242,974|$0|

| 2022|204|$8.4M|$228,169|$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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$37,205|—|$37,205|

| MERRILL LYNCH, PIERCE, FENNER & S|Investment Advisor|$18,695|—|$18,695|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,900

- **Estimated Expense Ratio:** 0.558% of plan assets

### 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|$55,900|$18,695|—|—|—|

| 2023|$52,065|$16,888|—|—|—|

| 2022|$50,667|$16,651|—|—|—|

## Similar Plans

- [Ensign Services, INC.](https://planprovider.pro/companies/ensign-services-inc-401k-plan) — 42,462 participants

- [Sun Mar Healthcare](https://planprovider.pro/companies/sun-mar-healthcare-401k-plan) — 8,356 participants

- [Newgen Operations Management LLC](https://planprovider.pro/companies/newgen-operations-management-llc-plan) — 7,226 participants

- [Oakmont Management Group LLC](https://planprovider.pro/companies/oakmont-management-group-llc-401k-plan) — 6,467 participants

- [Rockport Administrative Services, LLC](https://planprovider.pro/companies/rockport-administrative-services-llc-plan-002) — 5,477 participants

- [Humangood Norcal](https://planprovider.pro/companies/humangood-norcal-401k-plan) — 5,450 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/creative-alternatives-inc-942378380-003)

© 2026 PlanProvider.Pro