Megan Collett signed Creative Alternatives, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Alternatives, Inc.'s EIN is 94-2378380.
Download the official 2024 Form 5500 (PDF) for Creative Alternatives, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Alternatives, Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & S | 13-5674085 | — | INVESTMENT ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.2M | 91.4% | |
| [Assets held in common collective trust] | Other | — | — | $323K | 3.2% | |
| INVESCO STABLE VALUE RETIREMENT CL INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $323K | 3.2% | |
| [Assets held in participant loans] | Other | — | — | $297K | 3.0% |
