Creative Pension Design, Inc. 401(k) Plan

The Creative Pension Design, Inc. 401(k) on its latest Form 5500

Creative Pension Design, Inc. (EIN 36-4556773) reports CREATIVE PENSION DESIGN, INC. PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.4M in plan assets across 4 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 Pension Design, Inc. filing — schedules, fees, and providers.

Who runs the Creative Pension Design, Inc. 401(k)?

Creative Pension Design, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Creative Pension Design, Inc.HR for the recordkeeper’s name and login.

How to check your Creative Pension Design, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Creative Pension Design, 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).