Create, Inc.'s EIN is 13-2739938.
Download the official 2024 Form 5500 (PDF) for Create, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Create, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | BROKER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Nationwide Fixed Income Contract N/R | Guaranteed Income / GIC | — | — | $81K | 38.5% | |
| Vanguard Balanced Index Fund Admiral Shares N/R | Mutual Funds | — | — | $66K | 31.6% | |
| Vanguard Wellesley Income Admiral N/R | Mutual Funds | — | — | $14K | 6.7% | |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares N/R | Mutual Funds | — | — | $13K | 6.3% | |
| Vanguard Emerging Markets Stock Index Fund; Admiral N/R 445 Vanguard Growth Index Admiral N/R | Common Collective Trusts | — | — | $12K | 5.6% | |
| Vanguard Mid-Cap Index Fund N/R 572 Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $7K | 3.3% | |
| Vanguard Value Index Fund, Admiral N/R | Common Collective Trusts | — | — | $7K | 3.1% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $6K | 2.6% | |
| Vanguard Institutional Total Stock Market Index Fund N/R 313 Vanguard Developed Market Index Admiral N/R | Common Collective Trusts | — | — | $3K | 1.4% | |
| Participant Loans Interest rates: 4.25% - 5.75% $0 | Bonds / Notes | — | — | $2K | 0.7% |
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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | 13-3892096 | BLACKLICK, OH | TPA | $6K | — |
