Creative Management Services, Llc 401(k) Plan
Sponsored by Creative Management Services, Llc · EIN 431854837 · Plan #001
- Total assets
- $44.4M
- Net assets
- $44.4M
- Active participants
- 322
- With balances
- 380
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 |
|---|---|---|
| Sentinel Benefits & Financial Group | Sub-transfer agency fees, Finders' fees/placement fees, Distribution (12b-1) fees | $14,613 |