Creative Capital Wealth Management Group

Richard Tatum signed Creative Capital Wealth Management Group's 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Creative Capital Wealth Management Group's EIN is 30-0216884.

Download the official 2024 Form 5500 (PDF) for Creative Capital Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Creative Capital Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).