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Original filing (PDF)20251015132629NAL0002483475001
CREATION TECHNOLOGIES INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
CREATION TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
1,442
Accounts w/ balance
2,027
Plan assets (EOY)
$93.0M
Net assets (EOY)
$93.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 68% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATION TECHNOLOGIES INTERNATIONAL, INC..
Plan sponsor
Name
CREATION TECHNOLOGIES INTERNATIONAL, INC.
EIN
98-0404228
Address
ONE BEACON ST, 23RD FLOOR · BOSTON, MA · 02108
Phone
(414) 761-6568
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $147K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $84K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
24 direct securities · 4 pooled funds· $160.4M(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
$89.0M
24 holdings
Common Collective Trust
$71.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AC IN RETIRE TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $65.9M | 70.9% | |
| Global Trust Company American Century Retirement Date 2030 Trust - Class L | — | — | — | $17.8M | 19.2% | |
| Global Trust Company American Century Retirement Date 2025 Trust - Class L | — | — | — | $11.7M | 12.6% | |
| Global Trust Company American Century Retirement Date 2035 Trust - Class L | — | — | — | $10.3M | 11.0% | |
| Fidelity 500 Index Fund | — | — | — | $7.2M | 7.8% | |
| Global Trust Company American Century Retirement Date 2040 Trust - Class L | — | — | — | $6.6M | 7.1% | |
| Global Trust Company American Century Retirement Date 2045 Trust - Class L | — | — | — | $4.9M | 5.2% | |
| Fidelity Growth Company Fund - Class K6 | — | — | — | $4.8M | 5.2% | |
| Global Trust Company American Century In Retirement Trust - Class L | — | — | — | $4.8M | 5.1% | |
| Global Trust Company American Century Retirement Date 2050 Trust - Class L | — | — | — | $4.2M | 4.5% | |
| Global Trust Company American Century Retirement Date 2055 Trust - Class L | — | — | — | $3.2M | 3.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.0M | 3.2% | |
| Global Trust Company American Century Retirement Date 2060 Trust - Class L | — | — | — | $1.8M | 1.9% | |
| Fidelity Total International Index Fund | — | — | — | $1.5M | 1.7% | |
| Notes receivable Maturity dates through December 2043; from participants interest rates ranging from 4.25% to 9.50% | — | — | — | $1.5M | 1.6% | |
| Allspring Global Special Mid Cap Value CIT - Class E2 | — | — | — | $1.5M | 1.6% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.4M | 1.5% | |
| PGIM Total Return Bond Fund - Class R6 | — | — | — | $1.3M | 1.4% | |
| JPMorgan Equity Income Fund - Class R6 | — | — | — | $1.1M | 1.1% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $986K | 1.1% | |
| Global Trust Company American Century Retirement Date 2065 Trust - Class L | — | — | — | $744K | 0.8% | |
| American Century Small Cap Value Fund - R6 Class | — | — | — | $657K | 0.7% | |
| Virtus KAR Small-Cap Growth Fund - Class R6 | — | — | — | $656K | 0.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $514K | 0.6% | |
| Macquarie Emerging Markets Fund - Class R6 | — | — | — | $460K | 0.5% | |
| American Funds EuroPacific Growth Fund - Class R6 | — | — | — | $355K | 0.4% | |
| Fidelity Government Money Market Fund - Class K6 | — | — | — | $42K | <0.1% |