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Original filing (PDF)20251009161621NAL0004085779001
CREATIVE MULTICARE, LLC
Form 5500
FILING_RECEIVED
CREATIVE RETIREMENT PLAN
401(k) retirement plan
Active participants
750
Accounts w/ balance
251
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE MULTICARE, LLC.
Plan sponsor
Name
CREATIVE MULTICARE, LLC
EIN
26-0004407
Address
P.O. BOX 1147 · JONESBORO, GA · 30237
Phone
(678) 410-3516
Industry
Admin Support & Waste Mgmtsee 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
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
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
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $14K | — |
| PURSHE KAPLAN STERLING INV | 13-3749682 | — | ADVISOR | $0 | — |
Investments
32 direct securities· $10.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR Mutual Fund | — | — | — | $1.1M | 10.1% | |
| FID FDM IDX 2040 IPR Mutual Fund | — | — | — | $932K | 8.6% | |
| MGL LG CAP GR R6 Mutual Fund | — | — | — | $850K | 7.8% | |
| FID FDM IDX 2050 IPR Mutual Fund | — | — | — | $817K | 7.5% | |
| PUTN LG CAP VAL R6 Mutual Fund | — | — | — | $799K | 7.3% | |
| FID FDM IDX 2035 IPR Mutual Fund | — | — | — | $736K | 6.8% | |
| FID FDM IDX 2055 IPR Mutual Fund | — | — | — | $604K | 5.5% | |
| FID INTL INDEX Mutual Fund | — | — | — | $588K | 5.4% | |
| GABELLI US MM I Money Market | — | — | — | $565K | 5.2% | |
| FID FDM IDX 2045 IPR Mutual Fund | — | — | — | $531K | 4.9% | |
| FID 500 INDEX Mutual Fund | — | — | — | $464K | 4.3% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | — | — | — | $448K | 4.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | — | — | — | $385K | 3.5% | |
| FID FDM IDX 2025 IPR Mutual Fund | — | — | — | $352K | 3.2% | |
| Participant Loans 9.50% - | — | — | — | $310K | 2.8% | |
| AF NEW WORLD R6 Mutual Fund | — | — | — | $201K | 1.8% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $176K | 1.6% | |
| DAVIS FINANCIAL Y Mutual Fund | — | — | — | $147K | 1.4% | |
| LZD GLB LST INFRS IS Mutual Fund | — | — | — | $144K | 1.3% | |
| J H ENTERPRISE N Mutual Fund | — | — | — | $126K | 1.2% | |
| PUTNAM SM CAP GR R6 Mutual Fund | — | — | — | $109K | 1.0% | |
| C&S REAL ESTATE Z Mutual Fund | — | — | — | $107K | 1.0% | |
| MFS NEW DISC VAL R6 Mutual Fund | — | — | — | $104K | 1.0% | |
| FID FDM IDX 2065 IPR Mutual Fund | — | — | — | $101K | 0.9% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $80K | 0.7% | |
| FID FDM IDX 2010 IPR Mutual Fund | — | — | — | $39K | 0.4% | |
| MFS MID CAP VALUE R6 Mutual Fund | — | — | — | $39K | 0.4% | |
| MFS INTL GROWTH R6 Mutual Fund | — | — | — | $36K | 0.3% | |
| FID FDM IDX 2020 IPR Mutual Fund | — | — | — | $6K | <0.1% | |
| PIMCO INCOME INST Mutual Fund | — | — | — | $2K | <0.1% | |
| BLKRK HIGH YLD K Mutual Fund | — | — | — | $1K | <0.1% | |
| FID US BOND IDX Mutual Fund | — | — | — | $1K | <0.1% |