· 2022–2024 · DOL EFAST2

Creative Retirement Systems — Creative Retirement, Form 5500 (2025)

Original filing (PDF)20260622143102NAL0007976816001

Creative Retirement Systems

Form 5500-SF

FILING_RECEIVED

Creative Retirement Systems Cash Balance Pension Plan

Defined-benefit pension plan · Creative Retirement Systems' Creative Retirement Systems Cash Balance Pension Plan filed a Form 5500 for plan year 2025.

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

75

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 CREATIVE RETIREMENT SYSTEMS.

Plan sponsor

Name

CREATIVE RETIREMENT SYSTEMS

EIN

31-1299207all filings

Address

25 MERCHANT STREET · SUITE 135 · CINCINNATI, OH · 45246

Phone

(513) 741-5800

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Mancuso-Nowak Insurance Agency

Mancuso-Nowak Insurance Agency 401(k) Profit Sharing Plan & Trust

Clark & Lavey Benefits Solutions, Inc.

Clark & Lavey Retirement Plan

Delaware Valley Retirement, Inc.

Delaware Valley Retirement, Inc. 401(k) Retirement Plan

Jarrett-Brush Insurance Agency, Inc.

Brush Insurance Agency 401(k) Plan

Employee Benefit Systems, Inc.

Employee Benefit Systems, Inc. 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.