Margot Benish signed Creative & Response Research Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative & Response Research Inc.'s EIN is 36-2441654.
Download the official 2024 Form 5500 (PDF) for Creative & Response Research Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative & Response Research Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $4.5M | 13.2% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $3.7M | 10.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.3M | 9.6% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $3.0M | 8.7% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.5M | 7.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $2.1M | 6.3% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $1.8M | 5.2% | |
| WASATCH CORE GROWTH INV | Registered Investment Companies | — | — | $1.6M | 4.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $939K | 2.8% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $916K | 2.7% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $866K | 2.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $776K | 2.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $757K | 2.2% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $712K | 2.1% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $637K | 1.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $606K | 1.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $605K | 1.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $574K | 1.7% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $501K | 1.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $375K | 1.1% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $273K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $169K | 0.5% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $161K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-4553256 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $32K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY LLC | 27-1515696 | — | ACCOUNTANT | $6K | — |
