How big is Creative Financial Team, LLC's plan?

Creative Financial Team, LLC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250714115736NAL0001663968001

Creative Financial Team, LLC

Name: Creative Financial Team, LLC — CFT, LLC 401(k), Form 5500 (2024)
Creator: Creative Financial Team, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFT, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Creative Financial Team, LLC's CFT, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Creative Financial Team, LLC's EIN is 20-2110607.

EIN 20-2110607

Plan number 001

Plan year 2024

ACK ID 20250714115736NAL0001663968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Creative Financial Team, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Creative Financial Team, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREATIVE FINANCIAL TEAM, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score