How big is Creative Funding Services LLC's plan?

Creative Funding Services LLC's plan reported $561K in assets and 6 participants for 2024.

Original filing (PDF)20251008170134NAL0013904770001

Creative Funding Services LLC

Name: Creative Funding Services LLC — Creative Funding, Form 5500 (2024)
Creator: Creative Funding Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creative Funding Services LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Creative Funding Services LLC's Creative Funding Services LLC 401(k) Profit Sharing Plan and Trust held $561K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

People on this filing

Cheryl Costa signed Creative Funding Services LLC's 2024 Form 5500 as plan administrator.

Cheryl Costa — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Creative Funding Services LLC's EIN is 26-4623833.

EIN 26-4623833

Plan number 001

Plan year 2024

ACK ID 20251008170134NAL0013904770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Creative Funding Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Creative Funding Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score