Creative Alternatives, Inc Retirement Plan & Trust
Sponsored by Creative Alternatives, Inc. · EIN 942378380 · Plan #003
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 204
- With balances
- 235
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $37,205 |
| Merrill Lynch, Pierce, Fenner & S | Investment management fees (direct), Direct payment from the plan | $18,695 |