Plan Snapshot
- Plan Sponsor: Creed 2.0, LLC
- Sponsor EIN: 881289100
- Sponsor Address: P. O BOX 550, NEW BRITAIN, CT, 060500550
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $19.0M
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 | 212 | $19.0M | $347,762 | $607,023 |
| 2023 | 206 | $18.1M | $344,614 | $573,158 |
| 2022 | 236 | $15.4M | $367,554 | $682,807 |
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 |
|---|---|---|---|---|
| HARVEY & HOROWITZ, P.C. | Auditor | — | — | $0 |
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 | $47,031 | — | $47,031 | — | — |
| 2023 | $45,735 | — | $45,735 | — | — |
| 2022 | $44,608 | — | $44,608 | — | — |