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Original filing (PDF)20250822051051NAL0004826641001
CREATIVE & RESPONSE RESEARCH INC
Form 5500
FILING_RECEIVED
CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN
401(k) retirement plan
Active participants
121
Accounts w/ balance
166
Plan assets (EOY)
$34.1M
Net assets (EOY)
$34.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE & RESPONSE RESEARCH INC.
Plan sponsor
Name
CREATIVE & RESPONSE RESEARCH INC
EIN
36-2441654
Address
150 N. MICHIGAN AVE., 34TH FLOOR · CHICAGO, IL · 60611
Phone
(312) 832-8768
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DUFEK & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY LLC | 27-1515696 | — | ACCOUNTANT | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
Investments
24 direct securities · 1 pooled fund· $34.0M(100% of reported assets)
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.
Registered Investment Companies
$32.4M
24 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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