Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CREATIVE MC INC
EIN 37-1760234management consultingLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
59
233 SANSOME STREET, SUITE 900 - SAN FRANCISCO, CA 941042315415-254-3167thecreativepm.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 59 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CREATIVEMC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CREATIVE MC 401(K) PLAN
401k
Assets$1.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREATIVEMC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.1M | 29 | 2024 | |
| 001 | CREATIVE MC 401(K) PLAN | 401k | $1.7M | 30 | 2024 |
Retirement plans