Meredith Zubek signed Creative Testing Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Testing Solutions' EIN is 27-1120123.
Download the official 2024 Form 5500 (PDF) for Creative Testing Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Testing Solutions' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $118K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Trust Funds * State Street Bank & Trust Co. State Street U.S. Total Market Index Class II N/A | Common Collective Trusts | — | — | $18.1M | 21.8% | |
| STATE ST US TTL MKT IDX CL II STATE STREET · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $18.1M | 21.8% | |
| STATE STREET TRGT RTMENT 2045 CL IV STATE STREET · EIN 90-0337987 / PN 026 | Common Collective Trust | — | — | $8.0M | 9.6% | |
| STATE STREET TRGT RTMENT 2035 CL IV STATE STREET · EIN 90-0337987 / PN 024 | Common Collective Trust | — | — | $7.0M | 8.4% | |
| STATE STREET TRGT RETD 2030 CASS IV STATE STREET · EIN 90-0337987 / PN 023 | Common Collective Trust | — | — | $6.1M | 7.3% | |
| STATE STREET TRGT RTMENT 2040 CL IV STATE STREET · EIN 90-0337987 / PN 025 | Common Collective Trust | — | — | $5.8M | 7.0% | |
| STATE STREET TRGT RTMENT 2025 CL IV STATE STREET · EIN 90-0337987 / PN 022 | Common Collective Trust | — | — | $5.0M | 6.0% | |
| STATE STREET TRGT RTMENT 2050 CL IV STATE STREET · EIN 90-0337987 / PN 027 | Common Collective Trust | — | — | $4.7M | 5.7% | |
| STATE STREET TRGT RTMENT 2055 CL IV STATE STREET · EIN 90-0337987 / PN 028 | Common Collective Trust | — | — | $4.5M | 5.5% | |
| STATE STREET TRGT RTMENT 2060 CL IV STATE STREET · EIN 90-0337987 / PN 029 | Common Collective Trust | — | — | $3.4M | 4.1% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $2.8M | 3.4% | |
| Vanguard Prime Money Mkt Admiral N/A | Mutual Funds | — | — | $2.4M | 2.9% | |
| STATE STREET TRGT RTMENT 2020 CL IV STATE STREET · EIN 90-0337987 / PN 021 | Common Collective Trust | — | — | $2.0M | 2.4% | |
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| STATE STREET TRGT RTMENT 2065 CL IV STATE STREET · EIN 90-0337987 / PN 045 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| AB US LG CAP GR L WILMINGTON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Vanguard Inf-Protected Secs Instl N/A | Mutual Funds | — | — | $1.4M | 1.6% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| BLACKROCK TOTAL RETURN BD T BLACKROCK · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| PIMCO Inc Instl N/A | Mutual Funds | — | — | $873K | 1.1% | |
| Participant Loans 9.50% and various maturities dated through 2039) | Bonds / Notes | — | — | $865K | 1.0% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $757K | 0.9% | |
| MFS Intl Diversification R6 N/A | Mutual Funds | — | — | $586K | 0.7% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $344K | 0.4% | |
| COHEN & STEERS U.S. REALTY CLASS BE SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $212K | 0.3% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $206K | 0.2% | |
| Invesco Discovery R6 N/A | Mutual Funds | — | — | $182K | 0.2% | |
| BLACKROCK MID-CAP GR EQ CLASS L1 BLACKROCK · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $111K | 0.1% | |
| STATE STREET TRGT RETMENT INC CL IV STATE STREET · EIN 90-0337987 / PN 030 | Common Collective Trust | — | — | $99K | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account N/A | Cash / Money Market | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
