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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC7 years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-3801104 | Advisory (Plan) | $199,191 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $66,276 |
18 funds of $250K or more; 17 lines in all, holding $27.0M of the plan's $34.8M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Fidelity Freedom Index, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 17.6% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $4.3M | 16.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 12.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 12.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 11.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.7% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 4.6% |
| Fidelity Freedom Index Retirement Pre Fidelity (FMR) · Mutual fund Index | $1.2M | 4.6% |
| Vanguard Ftse All-World exUS S/C Index Adm Vanguard · Mutual fund Index | $1.0M | 3.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.