Plan Snapshot
- Plan Sponsor: Creative Media Development, INC.
- Sponsor EIN: 931199469
- Sponsor Address: 123 NORTHEAST THIRD AVENUE SUITE 40, PORTLAND, OR, 97232
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $7.0M
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 | 46 | $7.0M | $223,812 | $525,796 |
| 2023 | 68 | $6.4M | $321,525 | $725,732 |
| 2022 | 91 | $7.6M | $394,723 | $926,965 |
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 |
|---|---|---|---|---|
| SQUIRE & COMPANY, PC | Auditor | $14,400 | — | $14,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,400
- Estimated Expense Ratio: 0.207% 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 | $42,519 | $23,629 | — | $14,400 | — |
| 2023 | $63,480 | $63,480 | — | — | — |
| 2022 | $60,507 | — | $60,507 | — | — |