Creative Business Solutions,Inc.'s EIN is 80-0501539.
Download the official 2024 Form 5500 (PDF) for Creative Business Solutions,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Business Solutions,Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME BENEFITS, INC. | 52-2204662 | — | CONTRACT ADMINISTRATOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 24.1% | |
| Participant Loans | Participant loans | — | $0 | $1.3M | 24.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $831K | 15.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $613K | 11.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $596K | 11.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $249K | 4.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $137K | 2.6% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $136K | 2.6% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $120K | 2.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $120K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $116K | 2.2% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $116K | 2.2% | |
| Western Asset Cr Pls Bd IS Fd | Other securities | — | $0 | $101K | 1.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $79K | 1.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $78K | 1.5% | |
| Am Fds Grth Fd of Am R6 Fund | Other securities | — | $0 | $74K | 1.4% | |
| AB Global Bond Z Fund | Other securities | — | $0 | $66K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $61K | 1.2% | |
| Macquarie International Core E | Other securities | — | $0 | $56K | 1.1% | |
| JanusHenderson Triton N | Other securities | — | $0 | $45K | 0.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $45K | 0.9% | |
| Hartford MidCap R6 Fund | Other securities | — | $0 | $40K | 0.8% | |
| Inv Int'l Div R6Fund | Other securities | — | $0 | $35K | 0.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $32K | 0.6% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $32K | 0.6% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $32K | 0.6% | |
| Prin Govt & HQ Bond SA-Z | Common Stocks | — | $0 | $28K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $28K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $21K | 0.4% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $21K | 0.4% | |
| AB Discovery Value Z Fund | Other securities | — | $0 | $16K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $13K | 0.3% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $13K | 0.3% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $13K | 0.3% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $10K | 0.2% | |
| Templeton Foreign R6 Fund | Mutual Funds | — | $0 | $6K | 0.1% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $5K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Invesco Grwth and Income R6 Fd | Mutual Funds | — | $0 | $1K | <0.1% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $1K | <0.1% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $909 | <0.1% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $450 | <0.1% |
