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Original filing (PDF)20250825050347NAL0013167968001
CREATIVE FINANCIAL STAFFING INC.
Form 5500
FILING_RECEIVED
CREATIVE FINANCIAL STAFFING 401(K) PLAN
401(k) retirement plan
Active participants
853
Accounts w/ balance
345
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE FINANCIAL STAFFING INC..
Plan sponsor
Name
CREATIVE FINANCIAL STAFFING INC.
EIN
47-1008886
Address
21 CUSTOM HOUSE STREET · SUITE 210 · BOSTON, MA · 02110
Phone
(617) 880-7602
Industry
Admin Support & Waste Mgmtsee 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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | 13-4023176 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
Investments
24 direct securities · 1 pooled fund· $26.6M(99% 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.
Registered Investment Companies
$26.1M
24 holdings
Common Collective Trust
$506K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $2.5M | 9.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.3M | 8.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.3M | 8.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.1M | 7.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 6.6% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $1.6M | 6.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 5.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.4M | 5.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 4.4% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.2M | 4.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $901K | 3.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $872K | 3.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $587K | 2.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $506K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $488K | 1.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $364K | 1.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $315K | 1.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $249K | 0.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $248K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $222K | 0.8% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $190K | 0.7% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $120K | 0.4% |
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