ADAM Stomp signed Creative Community Living Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Community Living Services, Inc.'s EIN is 39-1195540.
Download the official 2024 Form 5500 (PDF) for Creative Community Living Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Community Living Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | FINANCIAL ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $814K | 15.0% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $460K | 8.5% | |
| JP Morgan Core Bond Fund R6 | Other securities | — | — | $449K | 8.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $423K | 7.8% | |
| WILMINGTON LG CAP VALUE FD R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $413K | 7.6% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $338K | 6.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $326K | 6.0% | |
| Money Market Funds Invesco Govt Money Market R6 | Mutual Funds | — | — | $304K | 5.6% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $277K | 5.1% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $237K | 4.4% | |
| Associated Core Bond Fund | Other securities | — | — | $202K | 3.7% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $189K | 3.5% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $180K | 3.3% | |
| INTERNATIONAL EQUITY FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $120K | 2.2% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $114K | 2.1% | |
| MFS Intl New Discovery R6 ** 280 MFS Intl Diversification | Mutual Funds | — | — | $100K | 1.8% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $91K | 1.7% | |
| SMALL CAP GROWTH FUND II CL R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $86K | 1.6% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $64K | 1.2% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $53K | 1.0% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $48K | 0.9% | |
| Hartford Schrod Int MC Val SDR | Other securities | — | — | $35K | 0.7% | |
| Fidelity Freedom Idx Inc Inst Prem | Common Collective Trusts | — | — | $27K | 0.5% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $26K | 0.5% | |
| Cohen & Steers Real Estate Sector Z | Other securities | — | — | $18K | 0.3% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $14K | 0.3% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $9K | 0.2% | |
| JP Morgan Us Govt MMkt Cap CI | Other securities | — | — | $7K | 0.1% | |
| STABLE VALUE FUND CLASS R1 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
