Raina Dewald signed Creative Options, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Options, Inc.'s EIN is 52-1770675.
Download the official 2024 Form 5500 (PDF) for Creative Options, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Options, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2065 TARG DATERET R6 61 REGISTERED INVESTMENT COMPANY AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $431K | 17.1% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $373K | 14.8% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $251K | 10.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $235K | 9.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $189K | 7.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $152K | 6.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $117K | 4.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $98K | 3.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $96K | 3.8% | |
| BLACKROCK 40 60 TARGET ALLOC K | Registered Investment Companies | — | — | $74K | 2.9% | |
| NTW BNYM DYNAMIC US CORE R6 | Registered Investment Companies | — | — | $54K | 2.1% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $43K | 1.7% | |
| AF STRATEGIC BOND R6 | Registered Investment Companies | — | — | $37K | 1.5% | |
| BNYM WORLDWIDE GROWTH Y | Registered Investment Companies | — | — | $32K | 1.3% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $31K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $23K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | 0.9% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $20K | 0.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $16K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $16K | 0.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
