Plan Snapshot
- Plan Sponsor: Creative Health Services, INC
- Sponsor EIN: 231522060
- Sponsor Address: 11 ROBINSON STREET, POTTSTOWN, PA, 19464
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 247 | $8.1M | $36,526 | $789,314 |
| 2023 | 241 | $7.0M | $36,392 | $747,752 |
| 2022 | 223 | $5.6M | $32,986 | $683,311 |
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 |
|---|---|---|---|---|
| MAILLIE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAILLIE — Auditor
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 | $7,578 | $1,753 | — | — | — |
| 2023 | $5,444 | $1,285 | — | — | — |
| 2022 | $5,361 | — | — | — | — |