Plan Snapshot
- Plan Sponsor: Creative Financial Staffing INC.
- Sponsor EIN: 471008886
- Sponsor Address: 21 CUSTOM HOUSE STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 853
- Total Assets: $26.9M
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. |
|---|---|---|---|---|
| 2024 | 853 | $26.9M | $1.1M | $2.5M |
| 2023 | 791 | $22.2M | $1.1M | $2.6M |
| 2022 | 593 | $17.0M | $870,339 | $2.4M |
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 |
|---|---|---|---|---|
| WOLF & COMPANY P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $57,553 | $49,554 | — | — | — |
| 2023 | $45,579 | $38,733 | — | — | — |
| 2022 | $40,173 | — | — | — | — |