Plan Snapshot
- Plan Sponsor: Creative Asset Management, INC.
- Sponsor EIN: 582025951
- Sponsor Address: P.O. BOX 1147, JONESBORO, GA, 30237
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 486 | $9.0M | $352,126 | $623,381 |
| 2022 | 365 | $6.9M | $292,968 | $507,219 |
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 |
|---|---|---|---|---|
| PURSHE KAPLAN STERLING INV | ADVISOR | — | $35,776 | $35,776 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,550 | — | $7,550 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PURSHE KAPLAN STERLING INV — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,326
- Estimated Expense Ratio: 0.483% 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 |
|---|---|---|---|---|---|
| 2023 | $3,775 | — | — | — | — |
| 2022 | $3,350 | — | — | — | — |