# Creative Associates International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/creative-associates-international-inc-401k-plan

> Creative Associates International, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rubino-and-company-chartered) — 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|—|—|

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