Original filing (PDF)20250507101107NAL0023560050001

CREATIVE ACTION

Name: CREATIVE ACTION — CREATIVE ACTION 403(B) PLAN, Form 5500 (2023)
Creator: CREATIVE ACTION

Form 5500-SF

FILING_RECEIVED

CREATIVE ACTION 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREATIVE ACTION.

Plan sponsor

Name

CREATIVE ACTION

EIN

74-2856925all filings

Address

1023 SPRINGDALE RD · BLDG 3 · AUSTIN, TX · 78721

Phone

(512) 442-8773

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-07

Pension benefit codes

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

OASIS COMPANIES INTERNATIONAL

OASIS COMPANIES INTERNATIONAL 403(B) RETIREMENT PLAN

$138K · 3 participants

SAINT MARTIN DE PORRES ACADEMY

SAINT MARTIN DE PORRES ACADEMY 403(B) PLAN

$138K · 23 participants

THE ASSOCIATION OF BOARDING SCHOOLS

THE ASSOCIATION OF BOARDING SCHOOLS 403(B) TDA PLAN

$138K · 9 participants

LOVING TREE ACADEMY

LOVING TREE ACADEMY 401(K) PLAN

$138K · 4 participants

NAOMI PRAWER KADAR FOUNDATION

NAOMI PRAWER KADAR FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.