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Original filing (PDF)20251010132826NAL0008226977001
CREATIVE INFORMATION TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
CITI 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
186
Plan assets (EOY)
$25.3M
Net assets (EOY)
$25.3M
How this plan invests
This plan
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE INFORMATION TECHNOLOGY, INC..
Plan sponsor
Name
CREATIVE INFORMATION TECHNOLOGY, INC.
EIN
52-1989645
Address
7799 LEESBURG PIKE STE 500 · FALLS CHURCH, VA · 220432408
Phone
(703) 483-4300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINO & COMPANY, CHARTERED
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
Investments
31 direct securities· $25.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund N/A | — | — | — | $4.3M | 17.1% | |
| American Funds Service Company American Funds Target 2035 Fund N/A | — | — | — | $2.7M | 10.5% | |
| American Funds Service Company American Funds Target 2030 Fund N/A | — | — | — | $2.0M | 8.0% | |
| American Funds Service Company American Funds Target 2040 Fund N/A | — | — | — | $2.0M | 7.8% | |
| American Funds Service Company American Funds Target 2025 Fund N/A | — | — | — | $1.6M | 6.4% | |
| American Funds Service Company American Funds Target 2045 Fund N/A | — | — | — | $1.4M | 5.7% | |
| JP Morgan Investment Management Inc. JP Morgan Large Cap Growth Fund N/A | — | — | — | $1.4M | 5.5% | |
| American Funds Service Company American Funds Target 2020 Fund N/A | — | — | — | $1.3M | 5.3% | |
| American Funds Service Company American Funds Target 2050 Fund N/A | — | — | — | $1.3M | 5.1% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option (contract value) N/A | — | — | — | $1.2M | 4.8% | |
| Vanguard Group Vanguard Total International Stock Index Fund N/A | — | — | — | $775K | 3.1% | |
| Putnam Investments Putnam Large Cap Value Fund N/A | — | — | — | $721K | 2.9% | |
| American Funds Service Company American Funds Target 2055 Fund N/A | — | — | — | $552K | 2.2% | |
| BlackRock Advisors LLC BlackRock Total Return Fund N/A | — | — | — | $514K | 2.0% | |
| JP Morgan Investment Management Inc. JP Morgan Mid Cap Growth Fund N/A | — | — | — | $514K | 2.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/A | — | — | — | $509K | 2.0% | |
| American Funds Service Company American Funds Target 2015 Fund N/A | — | — | — | $393K | 1.6% | |
| Dimensional Fund Advisors Dimensional U.S. Small Cap Growth Institutional Fund N/A | — | — | — | $392K | 1.6% | |
| American Century Investments American Century Investments Small Cap Value Fund N/A | — | — | — | $352K | 1.4% | |
| American Funds Service Company American Funds Target 2060 Fund N/A | — | — | — | $295K | 1.2% | |
| John Hancock Advisors, LLC John Hancock Disciplined Value Mid Cap Fund N/A | — | — | — | $213K | 0.8% | |
| Participant loans Interest rates of 3.50% - 8.50% - | — | — | — | $201K | 0.8% | |
| American Funds Service Company American Funds Target 2010 Fund N/A | — | — | — | $161K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/A | — | — | — | $111K | 0.4% | |
| Hartford Mutual Funds Hartford Strategic Income Fund N/A | — | — | — | $70K | 0.3% | |
| Principal Funds Inc. Principal Real Estate Securities Fund N/A | — | — | — | $70K | 0.3% | |
| (E) | — | — | $10K | $63K | 0.2% | |
| Dimensional Fund Advisors Dimensional Emerging Markets Core Equity Fund N/A | — | — | — | $63K | 0.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/A | — | — | — | $27K | 0.1% | |
| Fidelity Investments Fidelity International Small Cap Fund N/A | — | — | — | $24K | <0.1% | |
| American Funds Service Company American Funds Target 2065 Fund N/A | — | — | — | $10K | <0.1% |
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