Brian Caffrey signed Creek Enterprise, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creek Enterprise, Inc.'s EIN is 02-0685190.
Download the official 2024 Form 5500 (PDF) for Creek Enterprise, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creek Enterprise, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L M KOHN & COMPANY. | — | CINCINNATI, OH | NONE | $9K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 | Other securities | — | — | $756K | 14.9% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | Other securities | — | — | $581K | 11.5% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $495K | 9.8% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | Other securities | — | — | $351K | 6.9% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $232K | 4.6% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $230K | 4.5% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $196K | 3.9% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $168K | 3.3% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $140K | 2.8% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $133K | 2.6% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $125K | 2.5% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $123K | 2.4% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $118K | 2.3% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $107K | 2.1% | |
| T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 | Other securities | — | — | $99K | 1.9% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORSSTATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $98K | 1.9% | |
| Invesco Global R6 Invesco 0 | Mutual Funds | — | — | $95K | 1.9% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $82K | 1.6% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $71K | 1.4% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $64K | 1.3% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $51K | 1.0% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $51K | 1.0% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $45K | 0.9% | |
| William Blair Small-Mid Cap Growth R6 William 0 | Other securities | — | — | $44K | 0.9% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $42K | 0.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $38K | 0.7% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $35K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $35K | 0.7% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $26K | 0.5% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $25K | 0.5% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $25K | 0.5% | |
| BlackRock High Yield Portfolio K Blackrock 0 | Other securities | — | — | $22K | 0.4% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $10K | 0.2% | |
| Causeway International Value Instl Causeway 0 | Other securities | — | — | $9K | 0.2% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $5K | <0.1% | |
| Contribution Account MG Trust Company 0 | Common Stocks | — | — | $1K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $3K |
| — |
