Rachel Stafford signed Creative Office Pavilion LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Office Pavilion LLC's EIN is 04-3147560.
Download the official 2024 Form 5500 (PDF) for Creative Office Pavilion LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Office Pavilion LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $79K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Money Market and Mutual Funds * Fidelity Advisor Growth Opportunities Fund Class A | Mutual Funds | — | — | $12.4M | 17.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.3M | 15.7% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.9M | 5.5% | |
| Fidelity Freedom Blend 2035 Class K6 | Mutual Funds | — | — | $3.5M | 4.9% | |
| JPMorgan Large Cap Value Fund Class R6 | Other securities | — | — | $3.4M | 4.7% | |
| Fidelity Freedom Blend 2030 Class K6 | Mutual Funds | — | — | $3.3M | 4.5% | |
| AB Discovery Growth Fund Class A | Other securities | — | — | $3.0M | 4.2% | |
| Fidelity Freedom Blend 2040 Class K6 | Mutual Funds | — | — | $3.0M | 4.1% | |
| Fidelity Freedom Blend 2025 Class K6 | Mutual Funds | — | — | $2.7M | 3.8% | |
| Fidelity Freedom Blend 2055 Class K6 | Mutual Funds | — | — | $2.5M | 3.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.4M | 3.4% | |
| Fidelity Freedom Blend 2050 Class K6 | Mutual Funds | — | — | $2.2M | 3.0% | |
| Fidelity Freedom Blend 2045 Class K6 | Mutual Funds | — | — | $2.0M | 2.8% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $1.9M | 2.7% | |
| iShares MSCI EAFE International Index Fund Investor K | Common Collective Trusts | — | — | $1.9M | 2.6% | |
| Lord Abbett Bond Debenture R5 Fund | U.S. Treasuries | — | — | $1.8M | 2.5% | |
| Columbia Balanced Fund Class A | Other securities | — | — | $1.8M | 2.5% | |
| Loomis Sayles Core Plus Bond Fund Class A | Other securities | — | — | $1.6M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 2.0% | |
| Fidelity Freedom Blend 2020 Class K6 | Mutual Funds | — | — | $1.1M | 1.6% | |
| Columbia Commodity Str Adv | Other securities | — | — | $834K | 1.2% | |
| Gabelli US Treasury Money Market Fund I | U.S. Treasuries | — | — | $787K | 1.1% | |
| Fidelity Freedom Blend 2060 Class K6 | Mutual Funds | — | — | $739K | 1.0% | |
| Invesco International Small-Mid Company Fund Class Y | Mutual Funds | — | — | $629K | 0.9% | |
| Participant Loans Interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $434K | 0.6% | |
| Fidelity Freedom Blend Income Fund Class K6 | Mutual Funds | — | — | $433K | 0.6% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $354K | 0.5% | |
| Fidelity Freedom Blend 2065 Class K6 | Mutual Funds | — | — | $142K | 0.2% | |
| Neuberger Berman Genesis Fund Class R6 | Other securities | — | — | $106K | 0.1% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Freedom Blend 2010 Class K6 | Mutual Funds | — | — | $19K | <0.1% | |
| Allspring Special Mid Cap Value Fund Class R6 | Other securities | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| NARDELLA & TAYLOR, LLP | 04-2979611 | — | ACCOUNTANT/AUDITOR | $47K | — |
