Plan Snapshot
- Plan Sponsor: Creative Associates International, INC.
- Sponsor EIN: 521154258
- Sponsor Address: 4445 WILLARD AVENUE, CHEVY CHASE, MD, 20815
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $34.8M
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 | 170 | $34.8M | $731,454 | $2.0M |
| 2023 | 158 | $35.1M | $1.2M | $2.1M |
| 2022 | 146 | $31.4M | $1.4M | $2.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $48,954 | — | $48,954 |
| THE VANGUARD GROUP | RECORDKEEPER & INV | $33,831 | — | $33,831 |
| RUBINO & COMPANY | AUDITOR | $20,000 | — | $20,000 |
| JM PENSION ADVISORY, INC. | CONTRACT ADMINISTRATOR | $19,144 | — | $19,144 |
| RUBINO & COMPANY CHTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINO & COMPANY CHTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,929
- Estimated Expense Ratio: 0.350% 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 | $110,728 | — | — | — | — |
| 2023 | $86,524 | $48,542 | — | — | — |
| 2022 | $118,128 | — | $118,128 | — | — |