Sandra Carabellese signed Creative Dining Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Dining Services, Inc.'s EIN is 38-2915451.
Download the official 2024 Form 5500 (PDF) for Creative Dining Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Dining Services, 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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT HY 2025 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.1M | 16.7% | |
| PRINCIPAL LT HY 2030 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 11.3% | |
| PRINCIPAL LT HY 2040 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 11.2% | |
| PRINCIPAL LT HY 2050 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 9.8% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $1.5M | 8.2% | |
| PRINCIPAL LT HY 2045 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 7.5% | |
| PRINCIPAL LT HY 2055 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 7.5% | |
| PRINCIPAL LT HY 2035 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.3M | 7.2% | |
| PRINCIPAL LT HY 2020 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 6.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $633K | 3.4% | |
| PRINCIPAL LT HY 2015 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $613K | 3.3% | |
| PRINCIPAL LT HY 2060 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $476K | 2.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $182K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $85K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $84K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $81K | 0.4% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $74K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $71K | 0.4% | |
| PRINCIPAL LT HY INC Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $55K | 0.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $33K | 0.2% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $26K | 0.1% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
