Plan Snapshot
- Plan Sponsor: Creativeone Marketing Corporation
- Sponsor EIN: 480992718
- Sponsor Address: 6330 SPRINT PARKWAY, SUITE 400, OVERLAND, KS, 66211
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $34.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 183 | $34.7M | $1.4M | $1.8M |
| 2023 | 170 | $29.0M | $1.2M | $1.6M |
| 2022 | 162 | $22.9M | $1.1M | $1.3M |
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 |
|---|---|---|---|---|
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A. — 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 | $49,507 | — | $43,544 | — | — |
| 2023 | $43,651 | — | $38,393 | — | — |
| 2022 | $45,502 | $41,022 | $4,480 | — | — |