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Original filing (PDF)20251014052646NAL0001043523001
CREATIVE SIGN DESIGNS, LLC
Form 5500
FILING_RECEIVED
CREATIVE SIGN DESIGNS SAVINGS PLAN
401(k) retirement plan
Signals · 1
~162 bps in Sched C fees
Active participants
114
Accounts w/ balance
122
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 162 bps in Schedule C fees — 212% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE SIGN DESIGNS, LLC.
Plan sponsor
Name
CREATIVE SIGN DESIGNS, LLC
EIN
20-2975242
Address
12801 COMMODITY PLACE · TAMPA, FL · 33626
Phone
(727) 560-2820
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LISA SMITHSON & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LS AND COMPANY | 59-3309476 | — | ACCOUNTANT | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
25 direct securities· $2.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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