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Original filing (PDF)20251015144125NAL0002587571001
CREATIVE AUTOMOTIVE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CREATIVE AUTOMOTIVE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
299
Accounts w/ balance
630
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE AUTOMOTIVE SOLUTIONS, INC..
Plan sponsor
Name
CREATIVE AUTOMOTIVE SOLUTIONS, INC.
EIN
61-1285353
Address
1100 NORTH DIXIE HIGHWAY · ELIZABETHTOWN, KY · 42701
Phone
(270) 765-2181
Industry
Retail Tradesee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOWDEN & WOOD. PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS | — | CINCINNATI, OH | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OWEN LARUE, LLC | 82-2213567 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $41.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$21.3M
31 holdings
Pooled Separate Account
$19.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19.8M | 90.1% | |
| Vangrd Balanced Index Fnd Adm Registered investment company | — | — | — | $2.9M | 13.1% | |
| Vangrd Trgt Retire 2040 Fd Registered investment company | — | — | — | $1.9M | 8.5% | |
| Vangrd 500 Index Fund Adm Registered investment company | — | — | — | $1.8M | 8.1% | |
| Voya Intermediate Bond Fund R6 Registered investment company ** 1 * Voya Large Cap Growth Fund 8 Registered investment company | — | — | — | $1.7M | 7.7% | |
| American Funds Wash Mutual R6 Registered investment company | — | — | — | $1.6M | 7.1% | |
| Voya Fixed Account (4062) Fixed interest contract | — | — | — | $1.5M | 7.1% | |
| Vangrd Trgt Retire 2050 Fd Registered investment company | — | — | — | $1.3M | 6.0% | |
| American Funds EuroPacific R6 Registered investment company | — | — | — | $921K | 4.2% | |
| Vangrd Trgt Retire 2030 Fd Registered investment company | — | — | — | $848K | 3.9% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered investment company | — | — | — | $787K | 3.6% | |
| Vangrd Trgt Retire 2060 Fd Registered investment company | — | — | — | $721K | 3.3% | |
| Vangrd Trgt Retire 2045 Fd Registered investment company | — | — | — | $604K | 2.8% | |
| Vangrd Mid-Cap Index Fund Adm Registered investment company | — | — | — | $580K | 2.6% | |
| Vangrd Trgt Retire 2055 Fd Registered investment company | — | — | — | $555K | 2.5% | |
| ClrBrg SmCp Grw Fd IS Registered investment company | — | — | — | $534K | 2.4% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered investment company | — | — | — | $446K | 2.0% | |
| Vangrd Trgt Retire 2025 Fd Registered investment company | — | — | — | $441K | 2.0% | |
| Vangrd Trgt Retire 2035 Fd Registered investment company | — | — | — | $400K | 1.8% | |
| Vangrd Trgt Retire 2020 Fd Registered investment company | — | — | — | $306K | 1.4% | |
| Vangrd Trgt Retire 2065 Fd Registered investment company | — | — | — | $302K | 1.4% | |
| Vangrd Tot Int Stk In F Adm Registered investment company | — | — | — | $284K | 1.3% | |
| American Funds Cap Inc Bld R6 Registered investment company | — | — | — | $228K | 1.0% | |
| PGIM High Yield Fund R6 Registered investment company | — | — | — | $202K | 0.9% | |
| DFA US Small Cap Portfolio Ins Registered investment company | — | — | — | $187K | 0.9% | |
| DFA US Targeted Vl Port Ins Registered investment company | — | — | — | $116K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered investment company | — | — | — | $67K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd Registered investment company | — | — | — | $65K | 0.3% | |
| AmCen Mid Cap Value Fund R6 Registered investment company | — | — | — | $47K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Registered investment company | — | — | — | $18K | <0.1% | |
| Cohen&Steers Real Est S Fd Z Registered investment company | — | — | — | $7K | <0.1% | |
| Vangrd Trgt Retire Inc Fd Registered investment company | — | — | — | $2K | <0.1% |
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