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Original filing (PDF)20250728122117NAL0002015489001
CREATIVEONE MARKETING CORPORATION
Form 5500
FILING_RECEIVED
CREATIVEONE 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
183
Accounts w/ balance
237
Plan assets (EOY)
$34.7M
Net assets (EOY)
$34.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVEONE MARKETING CORPORATION.
Plan sponsor
Name
CREATIVEONE MARKETING CORPORATION
EIN
48-0992718
Address
6330 SPRINT PARKWAY, SUITE 400 · OVERLAND, KS · 66211
Phone
(913) 814-0510
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BT&CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $50K | — |
Investments
1 direct security · 1 pooled fund· $4.6M(13% 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
$2.3M
1 holding
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)] | — | — | — | $2.3M | 6.7% | |
| METLIFE STABLE VALUE FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.3M | 6.7% |
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