Jennifer Vanderpool signed Creative Consulting Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Consulting Services, Inc.'s EIN is 58-2516943.
Download the official 2024 Form 5500 (PDF) for Creative Consulting Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Consulting Services, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON FINANCIAL ADVISORS, INC. | 58-2343908 | — | INVESTMENT ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Target Ret 2040 Inv | Mutual Funds | — | — | $1.0M | 19.9% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2030 Inv | Mutual Funds | — | — | $752K | 14.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2050 Inv | Mutual Funds | — | — | $619K | 12.0% | |
| The Vanguard Group, Inc. Vang Cash Reserves Fed Mm | Mutual Funds | — | — | $447K | 8.7% | |
| Dimensional Fund Advisors DFA Enhanced Us Large Company | Mutual Funds | — | — | $336K | 6.5% | |
| Charles Schwab S&P 500 Index | Common Collective Trusts | — | — | $208K | 4.0% | |
| The Vanguard Group, Inc. Vanguard Global Wellesley Income Adm | Mutual Funds | — | — | $199K | 3.9% | |
| participants through August 2039 | Other securities | — | — | $179K | 3.5% | |
| Dimensional Fund Advisors DFA Us Large Cap Value Iii | Mutual Funds | — | — | $161K | 3.1% | |
| BlackRock Vanguard Global Wellington | Mutual Funds | — | — | $158K | 3.1% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2020 Inv | Mutual Funds | — | — | $153K | 3.0% | |
| Dimensional Fund Advisors DFA Large Cap International I | Mutual Funds | — | — | $91K | 1.8% | |
| The Vanguard Group, Inc. Vanguard Growth Index | Mutual Funds | — | — | $80K | 1.6% | |
| Dimensional Fund Advisors Vanguard Bd Index Fd Inc Interm-Term Adm | Mutual Funds | — | — | $74K | 1.4% | |
| The Vanguard Group, Inc. Schwab Small Cap Index | Mutual Funds | — | — | $73K | 1.4% | |
| Invesco DFA Us Small Cap I | Mutual Funds | — | — | $71K | 1.4% | |
| The Vanguard Group, Inc. Vanguard Target Retire Inc Inv | Mutual Funds | — | — | $53K | 1.0% | |
| The Vanguard Group, Inc. Dimensional Global Equity 1 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $40K | 0.8% | |
| Charles Schwab Invesco Developing Markets | Mutual Funds | — | — | $37K | 0.7% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2060 Inv | Mutual Funds | — | — | $28K | 0.5% | |
| The Vanguard Group, Inc. Vang High Div Yield Index | Mutual Funds | — | — | $26K | 0.5% | |
| Dimensional Fund Advisors DFA International Small Company | Mutual Funds | — | — | $25K | 0.5% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index | Mutual Funds | — | — | $24K | 0.5% | |
| Dimensional Fund Advisors DFA Intermediate Govt Fixed-In | Mutual Funds | — | — | $18K | 0.4% | |
| Dimensional Fund Advisors Blackrock High Yield Portfolio | Mutual Funds | — | — | $15K | 0.3% | |
| Charles Schwab International Index | Mutual Funds | — | — | $15K | 0.3% | |
| American Funds Vanguard Real Estate Index | Mutual Funds | — | — | $15K | 0.3% | |
| Charles Schwab Health Care | Mutual Funds | — | — | $14K | 0.3% | |
| The Vanguard Group, Inc. Vang Divd Appreciation Index | Mutual Funds | — | — | $12K | 0.2% | |
| The Vanguard Group, Inc. American Funds New Perspective | Mutual Funds | — | — | $4K | <0.1% | |
| The Vanguard Group, Inc. Vang Short-Term Bond Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
