Plan Snapshot
- Plan Sponsor: Creative Werks LLC
- Sponsor EIN: 522235744
- Sponsor Address: 1470 BRUMMEL AVENUE, ELK GROVE VILLAGE, IL, 60007
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $14.5M
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 | 326 | $14.5M | $477,049 | $965,658 |
| 2023 | 274 | $12.8M | $392,638 | $847,107 |
| 2022 | 254 | $10.3M | $363,764 | $741,755 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $52,588 | $19,343 | — | — | — |
| 2023 | $45,373 | $18,757 | — | — | — |
| 2022 | $45,851 | $18,778 | — | — | — |