Plan Snapshot
- Plan Sponsor: Creative Solutions Consulting, I
- Sponsor EIN: 611416829
- Sponsor Address: 5719 LAWTON LOOP EAST DRIVE, INDIANAPOLIS, IN, 46216
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $8.1M
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 | 119 | $8.1M | $128,077 | $1.0M |
| 2023 | 109 | $7.4M | $143,221 | $1.0M |
| 2022 | 109 | $6.1M | $131,201 | $908,282 |
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 |
|---|---|---|---|---|
| LONG & ASSOCIATES PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LONG & ASSOCIATES PC — 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 | $9,103 | — | — | — | — |
| 2023 | $9,179 | — | — | — | — |
| 2022 | $8,571 | — | — | — | — |