Plan Snapshot
- Plan Sponsor: Creekwood Property Corporation
- Sponsor EIN: 752283885
- Sponsor Address: 4949 WESTGROVE DR STE 100, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $6.1M
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 | 160 | $6.1M | $73,138 | $401,525 |
| 2023 | 143 | $5.5M | $53,773 | $307,765 |
| 2022 | 128 | $4.6M | $75,261 | $296,239 |
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 |
|---|---|---|---|---|
| HOWARD, LLP | 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 | $606,123 | — | $3,806 | — | — |
| 2023 | $355,736 | — | $1,426 | — | — |
| 2022 | $4,638 | $1,113 | — | — | — |