Section 403(b) Reirement Plan For Create, Inc.
Sponsored by Create, Inc. · EIN 132739938 · Plan #003 · Bronx, NY
- Total assets
- $210K
- Net assets
- $210K
- Active participants
- 49
- With balances
- 95
Plan year beginning 01/01/2021 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Account maintenance fees, Sub-transfer agency fees | $11,999 |
| Pentegra Services Inc. | Contract administrator, Insurance brokerage commissions, Recordkeeping | $5,989 |
| Global Retirement Partners Llc | Consulting (pension), Consulting fees, Insurance agents and brokers | $5,280 |