Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CREATIVE FINANCIAL STAFFING INC.
EIN 47-1008886Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$289.8M assets
Welfare
1
$3.1M premiums
Participants
2,293
21 CUSTOM HOUSE STREET, SUITE 210 - BOSTON, MA 02110617-880-7602
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $289.8M assets / 2,030 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
89%top
- (Not disclosed)89%
- PARK AVENUE SECURITIES LLC11%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 415 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Life$59K
- Long-term disability$59K
- Other$59K
- Vision$35K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- HARTFORD LIFE AND ACCIDENT2%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
92%top
- PATRIOT GROWTH INSURANCE SERVICES92%
- INDIGO INSURANCE SERVICES5%
- MICHAEL J. MURRAY3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST AMENDED AND RESTATED CREATIVE FINANCIAL STAFFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$258.0M
Participants766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CREATIVE FINANCIAL STAFFING 401(K) PLAN
401k
Assets$31.8M
Participants1,264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREATIVE FINANCIAL STAFFING WELFARE BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$3.1M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST AMENDED AND RESTATED CREATIVE FINANCIAL STAFFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $258.0M | 766 | 2025 | |
| 001 | CREATIVE FINANCIAL STAFFING 401(K) PLAN | 401k | $31.8M | 1,264 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREATIVE FINANCIAL STAFFING WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $3.1M | 415 | 2025 |
Retirement plans
Welfare plans