Creative Alternatives, Inc Employee Savings Plan
Sponsored by Creative Alternatives, Inc. · EIN 942378380 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 169
- With balances
- 174
Plan year beginning 07/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $35,472 |
| Merrill Lynch | Investment management fees (direct), Direct payment from the plan | $17,985 |
| Lincoln National Corp. | Direct payment from the plan, Other fees | $175 |