Marilyn Madison signed Creative Sign Designs, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Sign Designs, LLC's EIN is 20-2975242.
Download the official 2024 Form 5500 (PDF) for Creative Sign Designs, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Sign Designs, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LS AND COMPANY | 59-3309476 | — | ACCOUNTANT | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $447K | 16.6% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $407K | 15.1% | |
| DFA GLOBAL REAL ESTATE SEC I 109 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $236K | 8.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $226K | 8.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $223K | 8.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $174K | 6.4% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $150K | 5.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $125K | 4.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $125K | 4.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $83K | 3.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $76K | 2.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $68K | 2.5% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $57K | 2.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $53K | 2.0% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $37K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $34K | 1.2% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $32K | 1.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $30K | 1.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $29K | 1.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $18K | 0.7% | |
| VAN FTSE AW EX US SMCPIN ADM 109 REGISTERED INVESTMENT COMPANY VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $18K | 0.7% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $5K | 0.2% | |
| VAN COMM STRATEGY ADMIRAL | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $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 |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |