Original filing (PDF)20251015152400NAL0002546131001

CREATIVE BENEFIT CONSULTANTS

Name: CREATIVE BENEFIT CONSULTANTS — CREATIVE BENEFIT CONSULTANTS 401(K) P/S PLAN, Form 5500 (2024)
Creator: CREATIVE BENEFIT CONSULTANTS

Form 5500-SF

FILING_RECEIVED

CREATIVE BENEFIT CONSULTANTS 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREATIVE BENEFIT CONSULTANTS.

Plan sponsor

Name

CREATIVE BENEFIT CONSULTANTS

EIN

36-4304852all filings

Address

7025 BERACASA WAY STE 104 · BOCA RATON, FL · 33433

Phone

(561) 445-1123

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

EASTMAN INSURANCE AND FINANCIAL SERVICES, INC

THE EASTMAN AGENCY RETIREMENT PLAN

$39K · 4 participants

WEBER INSURANCE LLC

WEBER INSURANCE LLC 401(K) PROFIT SHARING PLAN

$39K · 2 participants

LINDSEY CUTLER INSURANCE AGENCY

LINDSEY CUTLER INSURANCE AGENCY 401(K) PLAN

$39K · 3 participants

SEDBERRY-TOBIN INSURANCE SERVICES, INC.

SEDBERRY-TOBIN INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

$39K · 2 participants

MCINTOSH AGENCY LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.