How big is Creative Wealth Management's plan?

Creative Wealth Management's plan reported $164K in assets and 6 participants for 2025.

Original filing (PDF)20260428133827NAL0015617040001

Creative Wealth Management

Name: Creative Wealth Management — Creative Wealth, Form 5500 (2025)
Creator: Creative Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creative Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Creative Wealth Management's Creative Wealth Management 401(k) Profit Sharing Plan held $164K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

Plan identifiers

Creative Wealth Management's EIN is 27-4686465.

EIN 27-4686465

Plan number 001

Plan year 2025

ACK ID 20260428133827NAL0015617040001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Creative Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Creative Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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