· 2022–2024 · DOL EFAST2

CREATING & MANAGING WEALTH, LLC — CREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250515090431NAL0044276594001

CREATING & MANAGING WEALTH, LLC

Form 5500-SF

FILING_RECEIVED

CREATING & MANAGING WEALTH, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CREATING & MANAGING WEALTH, LLC

EIN

26-0616662all filings

Address

5201 NORTH O'CONNER BLVD. · SUITE 200 · IRVING, TX · 75039

Phone

(972) 831-8866

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-07-16

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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