How big is Creekside Insurance Advisors Inc.'s plan?

Creekside Insurance Advisors Inc.'s plan reported $1.2M in assets and 18 participants for 2024.

Original filing (PDF)20250730092142NAL0002205795001

Creekside Insurance Advisors Inc.

Name: Creekside Insurance Advisors Inc. — Creekside, Form 5500 (2024)
Creator: Creekside Insurance Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creekside Insurance Advisors 401(k) P/S Plan

401(k) retirement plan · Creekside Insurance Advisors Inc.'s Creekside Insurance Advisors 401(k) P/S Plan held $1.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Creekside Insurance Advisors Inc.'s EIN is 46-2275499.

EIN 46-2275499

Plan number 001

Plan year 2024

ACK ID 20250730092142NAL0002205795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Creekside Insurance Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Creekside Insurance Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score