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Original filing (PDF)20251013141853NAL0000706579001
CREATURE COMFORTS BREWING COMPANY,
Form 5500
FILING_RECEIVED
CREATURE COMFORTS BREWING COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holding12 service providers
Active participants
99
Accounts w/ balance
118
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Retirement 2050" is 32% of plan.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATURE COMFORTS BREWING COMPANY,.
Plan sponsor
Name
CREATURE COMFORTS BREWING COMPANY,
EIN
45-5034383
Address
271 W HANCOCK AVE · ATHENS, GA · 306012727
Phone
(706) 955-2288
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $6K | — |
| MFS | 04-2747644 | — | NONE | $0 | — |
| JANUS HENDERSON | 43-1804048 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| EAGLE ASSET | 59-3171014 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| BLACKROCK | 04-6171663 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| AMERICAN CENTURY | 20-0623152 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | 2NONE | $0 | — |
| NUVEEN | — | CHICAGO, IL | NONE | $0 | — |
Investments
18 direct securities · 1 pooled fund· $2.4M(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.
Uncategorized
$2.4M
18 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 | — | — | — | $770K | 32.4% | |
| T. Rowe Price Retirement 2055 | — | — | — | $580K | 24.4% | |
| T. Rowe Price Retirement 2045 | — | — | — | $380K | 16.0% | |
| T. Rowe Price Retirement 2040 | — | — | — | $171K | 7.2% | |
| T. Rowe Price Retirement 2060 | — | — | — | $161K | 6.8% | |
| T. Rowe Price Retirement 2035 | — | — | — | $112K | 4.7% | |
| American Century Ultra R6 | — | — | — | $61K | 2.6% | |
| Fidelity Mid Cap Index | — | — | — | $51K | 2.2% | |
| T. Rowe Price Government Money Inv | — | — | — | $28K | 1.2% | |
| Fidelity 500 Index | — | — | — | $25K | 1.0% | |
| T. Rowe Price Retirement 2030 | — | — | — | $23K | 1.0% | |
| T. Rowe Price Retirement 2065 | — | — | — | $8K | 0.3% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $2K | <0.1% | |
| T. Rowe Price Stable Value | — | — | — | $2K | <0.1% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Nuveen Mid Cap Value R6 | — | — | — | $2K | <0.1% | |
| JP Morgan Core Bond Fund R6 | — | — | — | $2K | <0.1% | |
| American Funds New World R6 | — | — | — | $2K | <0.1% | |
| MFS Intl Diversification R6 | — | — | — | $2K | <0.1% |