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Original filing (PDF)20250929222837NAL0012635168001
CREATIVE LABS, INC.
Form 5500
FILING_RECEIVED
CREATIVE HOLDINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
6
Accounts w/ balance
122
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Blue Chip Growth" is 28% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE LABS, INC..
Plan sponsor
Name
CREATIVE LABS, INC.
EIN
94-3074825
Address
1901 MCCARTHY BLVD · MILPITAS, CA · 95035
Phone
(408) 428-6600
Industry
Wholesale Tradesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS | 94-3211753 | — | ACCOUNTANT/AUDITOR | $9K | — |
Investments
30 direct securities · 1 pooled fund· $26.5M(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.
Uncategorized
$26.1M
30 holdings
Common Collective Trust
$385K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | — | — | — | $7.2M | 27.6% | |
| Fidelity Contrafund | — | — | — | $2.8M | 10.7% | |
| Fidelity 500 Index | — | — | — | $2.1M | 7.9% | |
| MFS Mid Cap Growth | — | — | — | $1.9M | 7.2% | |
| Fidelity Growth Company | — | — | — | $1.9M | 7.1% | |
| Fidelity Govt Mmkt | — | — | — | $1.6M | 6.0% | |
| AF Amer Mutual | — | — | — | $926K | 3.5% | |
| Fidelity Overseas | — | — | — | $827K | 3.2% | |
| Fidelity Low Price Stock | — | — | — | $821K | 3.1% | |
| TRP Retire Bal | — | — | — | $714K | 2.7% | |
| ABF Sm Cap Val Inv | — | — | — | $699K | 2.7% | |
| TRP Retirement 2030 | — | — | — | $676K | 2.6% | |
| TRP Retirement 2040 | — | — | — | $605K | 2.3% | |
| Fidelity Intl Sm Cap Opp | — | — | — | $465K | 1.8% | |
| MFS Mid Cap Value | — | — | — | $464K | 1.8% | |
| TRP Retirement 2035 | — | — | — | $448K | 1.7% | |
| Fidelity Managed Income Portfolio | — | — | — | $385K | 1.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $385K | 1.5% | |
| TRP Retirement 2020 | — | — | — | $356K | 1.4% | |
| Baird Core Plus Inst | — | — | — | $275K | 1.1% | |
| Brokerage Accounts | — | — | — | $229K | 0.9% | |
| Fidelity Global Ex US Index | — | — | — | $144K | 0.6% | |
| Fidelity Government Income | — | — | — | $141K | 0.5% | |
| Fidelity US Bond Index | — | — | — | $135K | 0.5% | |
| TRP Retirement 2025 | — | — | — | $118K | 0.5% | |
| Fidelity Mid Cap Index | — | — | — | $104K | 0.4% | |
| TRP Retirement 2055 | — | — | — | $94K | 0.4% | |
| TRP Retirement 2050 | — | — | — | $69K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $69K | 0.3% | |
| TRP Retirement 2045 | — | — | — | $6K | <0.1% | |
| TRP Retirement 2015 | — | — | — | $3K | <0.1% |
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