Creative Consulting Services, Inc. 401(k) Plan
Sponsored by Creative Consulting Services, Inc. · EIN 582516943 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 111
- With balances
- 110
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 |
|---|---|---|
| Beacon Financial Advisors, Inc. CRD 119672 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Financial Advisors, Inc. | Investment advisory (participants), Investment advisory (plan) | $7,321 |
| Alerus Financial, N.A. | Recordkeeping, Participant loan processing, Direct payment from the plan | $4,357 |