JEAN McGurl signed Creation Technologies International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creation Technologies International, Inc.'s EIN is 98-0404228.
Download the official 2024 Form 5500 (PDF) for Creation Technologies International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creation Technologies International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $84K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Stocks | — | — | $17.8M | 19.2% | |
| Global Trust Company American Century Retirement Date 2025 Trust - Class L | Common Stocks | — | — | $11.7M | 12.6% | |
| Global Trust Company American Century Retirement Date 2035 Trust - Class L | Common Stocks | — | — | $10.3M | 11.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.2M | 7.8% | |
| Global Trust Company American Century Retirement Date 2040 Trust - Class L | Common Stocks | — | — | $6.6M | 7.1% | |
| Global Trust Company American Century Retirement Date 2045 Trust - Class L | Common Stocks | — | — | $4.9M | 5.2% | |
| Fidelity Growth Company Fund - Class K6 | Mutual Funds | — | — | $4.8M | 5.2% | |
| Global Trust Company American Century In Retirement Trust - Class L | Common Stocks | — | — | $4.8M | 5.1% | |
| Global Trust Company American Century Retirement Date 2050 Trust - Class L | Common Stocks | — | — | $4.2M | 4.5% | |
| Global Trust Company American Century Retirement Date 2055 Trust - Class L | Common Stocks | — | — | $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 | Common Stocks | — | — | $1.8M | 1.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| Notes receivable Maturity dates through December 2043; from participants interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 1.6% | |
| Allspring Global Special Mid Cap Value CIT - Class E2 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $1.4M | 1.5% | |
| PGIM Total Return Bond Fund - Class R6 | Other securities | — | — | $1.3M | 1.4% | |
| JPMorgan Equity Income Fund - Class R6 | Other securities | — | — | $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 | Common Stocks | — | — | $744K | 0.8% | |
| American Century Small Cap Value Fund - R6 Class | Other securities | — | — | $657K | 0.7% | |
| Virtus KAR Small-Cap Growth Fund - Class R6 | Other securities | — | — | $656K | 0.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $514K | 0.6% | |
| Macquarie Emerging Markets Fund - Class R6 | Other securities | — | — | $460K | 0.5% | |
| American Funds EuroPacific Growth Fund - Class R6 | Mutual Funds | — | — | $355K | 0.4% | |
| Fidelity Government Money Market Fund - Class K6 | Mutual Funds | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $19K |
| — |
