Justin Keebler signed Creative Asset Management, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Asset Management, Inc.'s EIN is 58-2025951.
Download the official 2023 Form 5500 (PDF) for Creative Asset Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Creative Asset Management, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURSHE KAPLAN STERLING INV | 13-3749682 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 A Mutual Fund | Other securities | — | — | $918K | 10.2% | |
| FA FREEDOM 2040 A Mutual Fund | Other securities | — | — | $729K | 8.1% | |
| PIF BLUE CHIP R3 Mutual Fund | Other securities | — | — | $680K | 7.6% | |
| COL SEL LG CAP VAL A Mutual Fund | Other securities | — | — | $652K | 7.3% | |
| FA FREEDOM 2035 A Mutual Fund | Other securities | — | — | $561K | 6.2% | |
| FA FREEDOM 2050 A Mutual Fund | Other securities | — | — | $502K | 5.6% | |
| FID GOVT MMKT Money Market | Mutual Funds | — | — | $434K | 4.8% | |
| FA FREEDOM 2045 A Mutual Fund | Other securities | — | — | $401K | 4.5% | |
| FA FREEDOM 2060 A Mutual Fund | Other securities | — | — | $397K | 4.4% | |
| FA FREEDOM 2055 A Mutual Fund | Other securities | — | — | $373K | 4.2% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $300K | 3.3% | |
| Participant Loans 9.50% | Bonds / Notes | — | — | $281K | 3.1% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $249K | 2.8% | |
| FA FREEDOM 2015 A Mutual Fund 508 * FA FREEDOM 2025 A Mutual Fund | Other securities | — | — | $248K | 2.8% | |
| PNR MA ULT SH INC A Mutual Fund | Common Stocks | — | — | $216K | 2.4% | |
| DE IVY ASSET STR A Mutual Fund | Other securities | — | — | $213K | 2.4% | |
| PIF SMALL CAP R3 Mutual Fund | Other securities | — | — | $144K | 1.6% | |
| CALV EMRG MKTS EQ A Mutual Fund | Other securities | — | — | $129K | 1.4% | |
| FA HEALTH CARE A Mutual Fund | Other securities | — | — | $129K | 1.4% | |
| MFS NEW DISC VAL R3 Mutual Fund | Mutual Funds | — | — | $116K | 1.3% | |
| J H ENTERPRISE S Mutual Fund | Other securities | — | — | $112K | 1.3% | |
| LZD GLB LST INFRS O Mutual Fund | Other securities | — | — | $108K | 1.2% | |
| INVS GOLD SPL MIN A Mutual Fund | Other securities | — | — | $106K | 1.2% | |
| BLKRK TECH OP A Mutual Fund | Other securities | — | — | $104K | 1.2% | |
| DAVIS FINANCIAL A Mutual Fund | Other securities | — | — | $99K | 1.1% | |
| PIM REAL RETURN A Mutual Fund | Other securities | — | — | $92K | 1.0% | |
| FA FREEDOM INC A Mutual Fund 50 * FA FREEDOM 2005 A Mutual Fund | Common Stocks | — | — | $92K | 1.0% | |
| LD ABT INCOME A Mutual Fund | Other securities | — | — | $86K | 1.0% | |
| C&S REAL ESTATE A Mutual Fund | Other securities | — | — | $78K | 0.9% | |
| DWS LATIN AMER EQ A Mutual Fund | Other securities | — | — | $73K | 0.8% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $66K | 0.7% | |
| FA MATERIALS A Mutual Fund | Other securities | — | — | $51K | 0.6% | |
| COL ACORN EURO A Mutual Fund | Other securities | — | — | $44K | 0.5% | |
| FKLN SM CAP GRTH A Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| FA CHINA REGION A Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| PGIM J FINL SRVS A Mutual Fund | Other securities | — | — | $31K | 0.3% | |
| FA FREEDOM 2065 A Mutual Fund | Other securities | — | — | $26K | 0.3% | |
| PIM COMMPLUS STRAT A Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| INVS FLT RATE ESG A Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| FA FREEDOM 2010 A Mutual Fund | Other securities | — | — | $12K | 0.1% | |
| WA CORE PLUS BOND A Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| FA FREEDOM 2020 A Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
