Original filing (PDF)20250419182126NAL0000598243001

CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC.

Name: CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. — CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC.

Form 5500-SF

FILING_RECEIVED

CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC..

Plan sponsor

Name

CREATIVE WEALTH STRATEGIES WILLIAMS GROUP, INC.

EIN

33-0594936

Address

3 CORPORATE PLAZA, SUITE 106 · NEWPORT BEACH, CA · 926606426

Phone

(949) 640-2500

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

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 Real Estate plans

CALIFORNIA OFFICE MAINTENANCE, INC.

CALIFORNIA OFFICE MAINTENANCE, INC. 401(K) PLAN

$86K · 108 participants

GVSJ LLC

GVSJ 401(K) PLAN

$86K · 126 participants

US MORTGAGE SOLUTIONS, LLC

US MORTGAGE 401(K) PLAN

$86K · 2 participants

DEEN J VINCI

DEEN J VINCI 401K

$86K · 23 participants

ARLINGTON VILLAGE TOWNHOUSE ASSOCIATION

ARLINGTON VILLAGE 401(K) PLAN

$86K · 2 participants