# Creative Asset Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/creative-asset-management-inc-401k-plan

> Creative Asset Management, INC.'s 401(k) plan: 486 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [APRIO LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Creative Multicare, LLC](https://planprovider.pro/companies/creative-multicare-llc-401k-plan) — 750 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/creative-asset-management-inc-401k-plan)

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