Creative Options, Inc. 401(k) Retirement Plan
Sponsored by Creative Options, Inc. · EIN 521770675 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 191
- With balances
- 129
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $18,714 |
| Cambridge Investment Research, Inc. | Recordkeeping, Trustee (institutional), Other services | $9,879 |