Justin Keebler signed Creative Multicare, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Multicare, LLC's EIN is 26-0004407.
Download the official 2024 Form 5500 (PDF) for Creative Multicare, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Multicare, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $14K | — |
| PURSHE KAPLAN STERLING INV |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.1M | 10.1% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $932K | 8.6% | |
| MGL LG CAP GR R6 Mutual Fund | Other securities | — | — | $850K | 7.8% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $817K | 7.5% | |
| PUTN LG CAP VAL R6 Mutual Fund | Other securities | — | — | $799K | 7.3% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $736K | 6.8% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $604K | 5.5% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $588K | 5.4% | |
| GABELLI US MM I Money Market | Cash / Money Market | — | — | $565K | 5.2% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $531K | 4.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $464K | 4.3% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | Other securities | — | — | $448K | 4.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $385K | 3.5% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $352K | 3.2% | |
| Participant Loans 9.50% - | Bonds / Notes | — | — | $310K | 2.8% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $201K | 1.8% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $176K | 1.6% | |
| DAVIS FINANCIAL Y Mutual Fund | Other securities | — | — | $147K | 1.4% | |
| LZD GLB LST INFRS IS Mutual Fund | Other securities | — | — | $144K | 1.3% | |
| J H ENTERPRISE N Mutual Fund | Other securities | — | — | $126K | 1.2% | |
| PUTNAM SM CAP GR R6 Mutual Fund | Mutual Funds | — | — | $109K | 1.0% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $107K | 1.0% | |
| MFS NEW DISC VAL R6 Mutual Fund | Mutual Funds | — | — | $104K | 1.0% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $101K | 0.9% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $80K | 0.7% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $39K | 0.4% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $39K | 0.4% | |
| MFS INTL GROWTH R6 Mutual Fund | Mutual Funds | — | — | $36K | 0.3% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| BLKRK HIGH YLD K Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-3749682 |
| — |
| ADVISOR |
| $0 |
| — |
