Creative Associates International, Inc. Incentive Savings Program
Sponsored by Creative Associates International, Inc. · EIN 521154258 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 170
- With balances
- 357
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $48,954 |
| The Vanguard Group | Investment management | $33,831 |
| Rubino & Company | Accounting | $20,000 |
| Jm Pension Advisory, Inc. | Contract administrator | $19,144 |