Creation Gardens, Inc.'s EIN is 61-0212680.
Download the official 2024 Form 5500 (PDF) for Creation Gardens, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creation Gardens, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES, INC. | 59-1237041 | — | NONE | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $8.4M | 62.4% | |
| Reliance Advisory Trust Inv80 Portfolio Common Collective Trust | Common Collective Trusts | — | — | $2.5M | 18.8% | |
| Reliance Advisory Trust Inv40 Portfolio Common Collective Trust | Common Collective Trusts | — | — | $2.1M | 15.5% | |
| Reliance Advisory Trust Inv70 Portfolio Common Collective Trust | Common Collective Trusts | — | — | $1.9M | 14.1% | |
| Reliance Advisory Trust Inv60 Portfolio Common Collective Trust | Common Collective Trusts | — | — | $1.7M | 12.8% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.4M | 10.6% | |
| Dodge & Cox Income Mutual Fund | Mutual Funds | — | — | $722K | 5.3% | |
| American Funds Europacific Gr R6 Mutual Fund | Mutual Funds | — | — | $438K | 3.2% | |
| Mainstay Winslow Lrg Cap Grwth Funds, Class R6 Mutual Fund | Other securities | — | — | $413K | 3.1% | |
| Vanguard Balanced Index Adm Mutual Fund | Mutual Funds | — | — | $412K | 3.0% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $380K | 2.8% | |
| Vanguard Prime Money Market Interest Bearing Cash | Mutual Funds | — | — | $305K | 2.3% | |
| Columbia Small Cap Value II Instl Mutual Fund | Other securities | — | — | $235K | 1.7% | |
| Carillon Eagle Mid Cap Growth Fund Cl R6 Mutual Fund | Other securities | — | — | $232K | 1.7% | |
| T. Rowe Price Growth Stock I Mutual Fund | Other securities | — | — | $152K | 1.1% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $99K | 0.7% | |
| Reliance Advisory Trust Inv50 Portfolio Common Collective Trust | Common Collective Trusts | — | — | $93K | 0.7% | |
| Wells Fargo Advantage Small Co Growth I Mutual Fund | Common Stocks | — | — | $84K | 0.6% | |
| Reliance Advisory Trust Inv99 Portfolio Common Collective Trust | Common Collective Trusts | — | — | $76K | 0.6% | |
| MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | — | $50K | 0.4% | |
| Neuberger Berman Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $43K | 0.3% | |
| Prudential Global Total Return Q Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| DFA Emerging Markets Core Equity Portfolio Mutual Fund | Mutual Funds | — | — | $25K | 0.2% | |
| DFA Intl Core Equity Portfolio Mutual Fund | Mutual Funds | — | — | $14K | 0.1% | |
| JPMorgan Mid Cap Value L Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
