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Original filing (PDF)20251014140007NAL0003093105001
BOND CREATIVE, LLC
Form 5500
FILING_RECEIVED
BOND CREATIVE, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
229
Accounts w/ balance
240
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOND CREATIVE, LLC.
Plan sponsor
Name
BOND CREATIVE, LLC
EIN
46-0702188
Address
1157 NORTH HIGHLAND AVENUE · LOS ANGELES, CA · 90038
Phone
(323) 300-5150
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25 | — |
Investments
20 direct securities· $10.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Registered Investment Company | — | — | — | $2.5M | 24.6% | |
| FID FDM IDX 2050 IPR Registered Investment Company | — | — | — | $2.2M | 21.7% | |
| FID FDM IDX 2040 IPR Registered Investment Company | — | — | — | $1.7M | 16.7% | |
| FID FDM IDX 2055 IPR Registered Investment Company | — | — | — | $1.1M | 10.8% | |
| FID FDM IDX 2060 IPR Registered Investment Company | — | — | — | $709K | 7.0% | |
| Self-Directed Brokerage Accounts BROKERAGELINK Self-Directed Brokerage Account | — | — | — | $623K | 6.2% | |
| FID FDM IDX 2035 IPR Registered Investment Company | — | — | — | $399K | 4.0% | |
| C&S GBL INFRASTR Z Registered Investment Company ** 304 * FID 500 INDEX Registered Investment Company | — | — | — | $371K | 3.7% | |
| FID FDM IDX 2020 IPR Registered Investment Company | — | — | — | $171K | 1.7% | |
| FID FDM IDX 2065 IPR Registered Investment Company | — | — | — | $121K | 1.2% | |
| FID FDM IDX 2025 IPR Registered Investment Company | — | — | — | $117K | 1.2% | |
| C&S INST REALTY SHS Registered Investment Company ** 761 VANG INFL PROT ADM Registered Investment Company ** 33 VANG INFO TEC IDX AD Registered Investment Company | — | — | — | $34K | 0.3% | |
| Participant Loans Interest rates at (5.75 ~ 9.50%) $0 | — | — | — | $33K | 0.3% | |
| Registered Investment Companies J H GLB TECH INNV N Registered Investment Company | — | — | — | $13K | 0.1% | |
| FID FDM IDX 2030 IPR Registered Investment Company | — | — | — | $11K | 0.1% | |
| IS MSCI EAFE INTL K Registered Investment Company | — | — | — | $7K | <0.1% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $6K | <0.1% | |
| Interest-Bearing Cash GABELLI US MM I Interest-Bearing Cash | — | — | — | $5K | <0.1% | |
| VANG TOT BD MKT ADM Registered Investment Company | — | — | — | $1K | <0.1% | |
| VANG SM CAP IDX ADM Registered Investment Company | — | — | — | $1K | <0.1% |