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Original filing (PDF)20251112111844NAL0000076865001
CREATE RESTAURANTS DE, LLC
Form 5500
FILING_RECEIVED
WILDFLOWER 401(K) PLAN
401(k) retirement plan
Signals · 3
No auditor on file25% in single holding~201 bps in Sched C fees
Active participants
443
Accounts w/ balance
426
Plan assets (EOY)
$169K
Net assets (EOY)
$169K
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "FID FREEDOM INDEX 2020 PREMIER 533 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I 456 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER" is 25% of plan.
- 201 bps in Schedule C fees — modestly above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATE RESTAURANTS DE, LLC.
Plan sponsor
Name
CREATE RESTAURANTS DE, LLC
EIN
99-3811900
Address
8130 E CACTUS RD · SUITE 500 · SCOTTSDALE, AZ · 85260
Phone
(480) 580-8984
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-12-31
Filed
2025-11-12
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
14 direct securities · 1 pooled fund· $164K(97% 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.
Registered Investment Companies
$164K
14 holdings
Common Collective Trust
$142
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2020 PREMIER 533 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I 456 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $41K | 24.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $33K | 19.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $21K | 12.6% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $19K | 11.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $9K | 5.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $9K | 5.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 134 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $8K | 4.5% | |
| BLACKROCK TOTAL RETURN K 210 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $7K | 4.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $6K | 3.7% | |
| FID FREE INDX 2015 PREM 733 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $4K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL 979 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2K | 1.2% | |
| T ROWE PRICE OVERSEAS STOCK 857 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $2K | 1.1% | |
| JANUS HENDERSON TRITON FUND N 553 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | 1.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $142 | <0.1% |
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