Myolene Dominique signed Creative Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Management Services, LLC's EIN is 43-1854837.
Download the official 2024 Form 5500 (PDF) for Creative Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Management Services, LLC'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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| SPA BALANCED PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $11.3M | 25.3% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $8.3M | 18.6% | |
| Fidelity Funds * Fidelity Contrafund | Mutual Funds | — | — | $8.2M | 18.4% | |
| SPA GROWTH PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $4.1M | 9.2% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $2.3M | 5.1% | |
| American Funds Group Capital World Growth & Income Class R6 | Mutual Funds | — | — | $2.2M | 4.9% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $1.8M | 4.0% | |
| SPA MODERATE PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| Fidelity Funds * Total Bond Fund | Mutual Funds | — | — | $948K | 2.1% | |
| STABLE VALUE FUND UNION BOND AND TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $879K | 2.0% | |
| American Funds Group EuroPacific Fund CL R6 | Mutual Funds | — | — | $685K | 1.5% | |
| dates through March 2052 | Other securities | — | — | $392K | 0.9% | |
| Blackrock Equity High Yield Bond Instl | Other securities | — | — | $387K | 0.9% | |
| Allspring Special Sml Cap Vlue FD R6 | Other securities | — | — | $377K | 0.8% | |
| SPA AGGRESSIVE PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $322K | 0.7% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $278K | 0.6% | |
| Vanguard Equity Income Admiral FD | Mutual Funds | — | — | $255K | 0.6% | |
| Loomis Sayles Small Cap Growth CL N | Other securities | — | — | $162K | 0.4% | |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $131K | 0.3% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $97K | 0.2% | |
| Hartford International Opportunity Class Y | Other securities | — | — | $69K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $27K | <0.1% | |
| Registered Investment Companies Fidelity Funds * Fidelity Cash Reserves 224 Fidelity Funds * Government Money Market | Mutual Funds | — | — | $26K | <0.1% | |
| SPA CONSERVATIVE PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $822 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
