Plan Snapshot
- Plan Sponsor: Creative Multicare, LLC
- Sponsor EIN: 260004407
- Sponsor Address: P.O. BOX 1147, JONESBORO, GA, 30237
- Plan Type: 401(k)
- Total Participants: 750
- Total Assets: $10.9M
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 | 750 | $10.9M | $513,034 | $946,047 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,357 | — | $21,357 |
| CONCURRENT INVESTMENT ADVISORS LLC | ADVISOR | $14,190 | — | $14,190 |
| PURSHE KAPLAN STERLING INV | ADVISOR | — | $8,612 | $8,612 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PURSHE KAPLAN STERLING INV — ADVISOR
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,159
- Estimated Expense Ratio: 0.405% 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 | $35,547 | $14,190 | — | — | — |