Lindsay Earhart signed Creative Solutions Consulting, I's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Solutions Consulting, I's EIN is 61-1416829.
Download the official 2024 Form 5500 (PDF) for Creative Solutions Consulting, I from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Solutions Consulting, I'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | ATLANTA, GA |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
