Michael G. Izenson signed Creare LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creare LLC's EIN is 02-0259551.
Download the official 2024 Form 5500 (PDF) for Creare LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creare LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $550 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $67K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Growth Fund of America | Other securities | — | — | $13.1M | 22.6% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $8.7M | 15.0% | |
| Washington Mutual Investors Fund | Other securities | — | — | $7.3M | 12.6% | |
| Europacific Growth Fund | Other securities | — | — | $3.2M | 5.6% | |
| 2035 Target Date Fund | Other securities | — | — | $3.2M | 5.5% | |
| 2030 Target Date Fund | Other securities | — | — | $2.2M | 3.8% | |
| 2025 Target Date Fund | Other securities | — | — | $2.1M | 3.7% | |
| Bond Fund of America | Other securities | — | — | $2.0M | 3.5% | |
| 2050 Target Date Fund | Other securities | — | — | $2.0M | 3.4% | |
| 2045 Target Date Fund | Other securities | — | — | $1.9M | 3.3% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $1.6M | 2.7% | |
| Income Fund of America | Other securities | — | — | $1.4M | 2.4% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.3M | 2.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.3M | 2.3% | |
| 2055 Target Date Fund | Other securities | — | — | $1.3M | 2.2% | |
| American Funds U.S. Government | Mutual Funds | — | — | $1.0M | 1.8% | |
| 2040 Target Date Fund | Other securities | — | — | $857K | 1.5% | |
| Capital World Growth and Income Fund | Other securities | — | — | $855K | 1.5% | |
| 2060 Target Date Fund | Other securities | — | — | $696K | 1.2% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $646K | 1.1% | |
| 2020 Target Date Fund | Other securities | — | — | $406K | 0.7% | |
| Capital Income Builder | Other securities | — | — | $290K | 0.5% | |
| 2065 Target Date Fund | Other securities | — | — | $288K | 0.5% | |
| RelianceMetlife GAC Series 25157 CLS 0 | Other securities | — | — | $48K | <0.1% | |
| RELIANCEMETLIFE SERIES 25053 C1 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $31K | <0.1% | |
| 2070 Target Date Fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THIRD PARTY ADMINISTRATORS, INC | — | BEDFORD, NH | CONTRACT ADMINISTRATOR | $1K | — |