Creative Asset Management, Inc. 401(k) Plan
What public Form 5500 filings show about the Creative Asset Management, Inc. 401(k) plan — and how to find and check your own account.
The Creative Asset Management, Inc. 401(k) on its latest Form 5500
Creative Asset Management, Inc. (EIN 58-2025951) reports CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN on its most recent Form 5500, with $9.0M in plan assets across 486 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Creative Asset Management, Inc. filing — schedules, fees, and providers.
Who runs the Creative Asset Management, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Creative Asset Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PURSHE KAPLAN STERLING INV.
How to check your Creative Asset Management, Inc. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask Creative Asset Management, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).