Original filing (PDF)20230306130736NAL0008512945001

CREATING & MANAGING WEALTH, L.L.C.

Name: CREATING & MANAGING WEALTH, L.L.C. — CREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: CREATING & MANAGING WEALTH, L.L.C.

Form 5500-SF

FILING_RECEIVED

CREATING AND MANAGING WEALTH, L.L.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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, L.L.C..

Plan sponsor

Name

CREATING & MANAGING WEALTH, L.L.C.

EIN

26-0616662all filings

Address

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

Phone

(972) 831-8866

Industry

Finance & Insurancesee all

Plan administrator