Back to filter
Original filing (PDF)20251008161914NAL0006121985001
CREATIVE OFFICE PAVILION LLC
Form 5500
FILING_RECEIVED
CREATIVE OFFICE RESOURCES 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
401
Accounts w/ balance
531
Plan assets (EOY)
$71.8M
Net assets (EOY)
$71.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE OFFICE PAVILION LLC.
Plan sponsor
Name
CREATIVE OFFICE PAVILION LLC
DBA
CREATIVE OFFICE RESOURCES
EIN
04-3147560
Address
44 THOMSON PLACE · BOSTON, MA · 02210
Phone
(617) 956-4100
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $79K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NARDELLA & TAYLOR, LLP | 04-2979611 | — | ACCOUNTANT/AUDITOR | $47K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities · 1 pooled fund· $71.6M(100% of reported assets)
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.
Uncategorized
$67.7M
32 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market and Mutual Funds * Fidelity Advisor Growth Opportunities Fund Class A | — | — | — | $12.4M | 17.2% | |
| Fidelity 500 Index Fund | — | — | — | $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 | — | — | — | $3.5M | 4.9% | |
| JPMorgan Large Cap Value Fund Class R6 | — | — | — | $3.4M | 4.7% | |
| Fidelity Freedom Blend 2030 Class K6 | — | — | — | $3.3M | 4.5% | |
| AB Discovery Growth Fund Class A | — | — | — | $3.0M | 4.2% | |
| Fidelity Freedom Blend 2040 Class K6 | — | — | — | $3.0M | 4.1% | |
| Fidelity Freedom Blend 2025 Class K6 | — | — | — | $2.7M | 3.8% | |
| Fidelity Freedom Blend 2055 Class K6 | — | — | — | $2.5M | 3.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.4M | 3.4% | |
| Fidelity Freedom Blend 2050 Class K6 | — | — | — | $2.2M | 3.0% | |
| Fidelity Freedom Blend 2045 Class K6 | — | — | — | $2.0M | 2.8% | |
| Invesco Small Cap Value Fund Class R6 | — | — | — | $1.9M | 2.7% | |
| iShares MSCI EAFE International Index Fund Investor K | — | — | — | $1.9M | 2.6% | |
| Lord Abbett Bond Debenture R5 Fund | — | — | — | $1.8M | 2.5% | |
| Columbia Balanced Fund Class A | — | — | — | $1.8M | 2.5% | |
| Loomis Sayles Core Plus Bond Fund Class A | — | — | — | $1.6M | 2.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.5M | 2.0% | |
| Fidelity Freedom Blend 2020 Class K6 | — | — | — | $1.1M | 1.6% | |
| Columbia Commodity Str Adv | — | — | — | $834K | 1.2% | |
| Gabelli US Treasury Money Market Fund I | — | — | — | $787K | 1.1% | |
| Fidelity Freedom Blend 2060 Class K6 | — | — | — | $739K | 1.0% | |
| Invesco International Small-Mid Company Fund Class Y | — | — | — | $629K | 0.9% | |
| Participant Loans Interest rates ranging from 4.25% to 9.5% | — | — | — | $434K | 0.6% | |
| Fidelity Freedom Blend Income Fund Class K6 | — | — | — | $433K | 0.6% | |
| American Funds New World Fund Class R6 | — | — | — | $354K | 0.5% | |
| Fidelity Freedom Blend 2065 Class K6 | — | — | — | $142K | 0.2% | |
| Neuberger Berman Genesis Fund Class R6 | — | — | — | $106K | 0.1% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $20K | <0.1% | |
| Fidelity Freedom Blend 2010 Class K6 | — | — | — | $19K | <0.1% | |
| Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using COMMONWEALTH FINANCIAL NETWORK
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
$9.2B · 68,206 participants
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES
EMORY UNIVERSITY RETIREMENT PLAN
$5.5B · 21,409 participants
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST
$4.3B
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
COZEN OCONNOR
COZEN OCONNOR PROFIT SHARING PLAN A
$750.8M · 1,527 participants
Similar-size Retail Trade plans
HOM FURNITURE, INC.
HOM FURNITURE, INC. PROFIT SHARING/ 401(K) PLAN
$71.0M · 676 participants
BASSETT FURNITURE IND. INC.
BASSETT FURNITURE IND. INC. 401(K) PLAN
$72.8M · 1,223 participants
SLUMBERLAND, INC.
SLUMBERLAND, INC. SALARY SAVINGS PLAN
$69.9M · 538 participants
ARHAUS, LLC
ARHAUS, LLC 401(K) PLAN
$68.3M · 2,198 participants
HENRICKSEN & COMPANY, INC.
HENRICKSEN & COMPANY, INC. 401(K) PROFIT SHARING PLAN
$68.1M · 351 participants
MATHIS BROS. OKLAHOMA CITY, LLC
MATHIS BROTHERS 401(K) PLAN
$67.8M · 2,322 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B