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Original filing (PDF)20250721054254NAL0000463187001
CREATIVE SOLUTIONS CONSULTING, I
Form 5500
FILING_RECEIVED
CREATIVE SOLUTIONS CONSULTING, INC 401(K) PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
112
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 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 (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE SOLUTIONS CONSULTING, I.
Plan sponsor
Name
CREATIVE SOLUTIONS CONSULTING, I
EIN
61-1416829
Address
5719 LAWTON LOOP EAST DRIVE · SUITE 112 · INDIANAPOLIS, IN · 46216
Phone
(317) 431-3513
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
2025-07-21
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
LONG & ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | ATLANTA, GA | ADVISOR | $0 | — |
Investments
21 direct securities · 4 pooled funds· $8.1M(100% of reported assets)
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.
Registered Investment Companies
$5.9M
21 holdings
Common Collective Trust
$2.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $1.6M | 20.0% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $834K | 10.3% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $798K | 9.9% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $784K | 9.7% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $642K | 7.9% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $639K | 7.9% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $510K | 6.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $303K | 3.7% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $252K | 3.1% | |
| FRANKLIN DYNATECH FUND - ADV | Registered Investment Companies | — | — | $242K | 3.0% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $157K | 1.9% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $156K | 1.9% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $138K | 1.7% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $131K | 1.6% | |
| BLACKROCK ADV SCC INSTL | Registered Investment Companies | — | — | $119K | 1.5% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $106K | 1.3% | |
| COLUMBIA SELECT LG CP EQUITY A | Registered Investment Companies | — | — | $105K | 1.3% | |
| AB RELATIVE VALUE ADV | Registered Investment Companies | — | — | $103K | 1.3% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $92K | 1.1% | |
| ISHARES MSCI TOTAL INTL IDX A | Registered Investment Companies | — | — | $75K | 0.9% | |
| AB DISCOVERY VALUE ADVISOR | Registered Investment Companies | — | — | $69K | 0.8% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $65K | 0.8% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $62K | 0.8% | |
| BNY MELLON SMALL MID CAP GR I | Registered Investment Companies | — | — | $60K | 0.7% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $27K | 0.3% |
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