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Original filing (PDF)20251015143822NAL0010115426001
CREATIVE CONSULTING SERVICES, INC.
Form 5500
FILING_RECEIVED
CREATIVE CONSULTING SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
110
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
33 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
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE CONSULTING SERVICES, INC..
Plan sponsor
Name
CREATIVE CONSULTING SERVICES, INC.
EIN
58-2516943
Address
353 RESOURCE PARKWAY · WINDER, GA · 30680
Phone
(770) 868-5900
Industry
Professional & Technical Servicessee 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
2025-10-15
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
MARSHALL JONES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON FINANCIAL ADVISORS, INC. | 58-2343908 | — | INVESTMENT ADVISOR | $7K | — |
Investments
33 direct securities· $5.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Target Ret 2040 Inv | — | — | — | $1.0M | 19.9% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2030 Inv | — | — | — | $752K | 14.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2050 Inv | — | — | — | $619K | 12.0% | |
| The Vanguard Group, Inc. Vang Cash Reserves Fed Mm | — | — | — | $447K | 8.7% | |
| Dimensional Fund Advisors DFA Enhanced Us Large Company | — | — | — | $336K | 6.5% | |
| Charles Schwab S&P 500 Index | — | — | — | $208K | 4.0% | |
| The Vanguard Group, Inc. Vanguard Global Wellesley Income Adm | — | — | — | $199K | 3.9% | |
| participants through August 2039 | — | — | — | $179K | 3.5% | |
| Dimensional Fund Advisors DFA Us Large Cap Value Iii | — | — | — | $161K | 3.1% | |
| BlackRock Vanguard Global Wellington | — | — | — | $158K | 3.1% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2020 Inv | — | — | — | $153K | 3.0% | |
| Dimensional Fund Advisors DFA Large Cap International I | — | — | — | $91K | 1.8% | |
| The Vanguard Group, Inc. Vanguard Growth Index | — | — | — | $80K | 1.6% | |
| Dimensional Fund Advisors Vanguard Bd Index Fd Inc Interm-Term Adm | — | — | — | $74K | 1.4% | |
| The Vanguard Group, Inc. Schwab Small Cap Index | — | — | — | $73K | 1.4% | |
| Invesco DFA Us Small Cap I | — | — | — | $71K | 1.4% | |
| The Vanguard Group, Inc. Vanguard Target Retire Inc Inv | — | — | — | $53K | 1.0% | |
| The Vanguard Group, Inc. Dimensional Global Equity 1 | — | — | — | $44K | 0.9% | |
| Dimensional Fund Advisors DFA Five-Year Global Fixed-Inc 719 Dimensional Fund Advisors DFA Global Allocation 60/40 I 43 Dimensional Fund Advisors DFA Inflation-Protected Securities | — | — | — | $40K | 0.8% | |
| Charles Schwab Invesco Developing Markets | — | — | — | $37K | 0.7% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2060 Inv | — | — | — | $28K | 0.5% | |
| The Vanguard Group, Inc. Vang High Div Yield Index | — | — | — | $26K | 0.5% | |
| Dimensional Fund Advisors DFA International Small Company | — | — | — | $25K | 0.5% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index | — | — | — | $24K | 0.5% | |
| Dimensional Fund Advisors DFA Intermediate Govt Fixed-In | — | — | — | $18K | 0.4% | |
| In- Borrower, Lessor, or Similar (e) Current Interest Party (c) Description of Investment Value American Funds American Funds Fund #2414 | — | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors Blackrock High Yield Portfolio | — | — | — | $15K | 0.3% | |
| Charles Schwab International Index | — | — | — | $15K | 0.3% | |
| American Funds Vanguard Real Estate Index | — | — | — | $15K | 0.3% | |
| Charles Schwab Health Care | — | — | — | $14K | 0.3% | |
| The Vanguard Group, Inc. Vang Divd Appreciation Index | — | — | — | $12K | 0.2% | |
| The Vanguard Group, Inc. American Funds New Perspective | — | — | — | $4K | <0.1% | |
| The Vanguard Group, Inc. Vang Short-Term Bond Index | — | — | — | $1K | <0.1% |
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