Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,978 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $43,827 |
22 funds of $250K or more; 18 lines in all, holding $29.3M of the plan's $29.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $15.2M | 52.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.2M | 17.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 4.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $930K | 3.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $881K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $824K | 2.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $709K | 2.4% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $675K | 2.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $592K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $583K | 2.0% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS Mid Cap Value Fund R6 | $930K |
| AddedPutnam Large CAP Value Fund Class R6 | $553K |
| DroppedDiamond Hill Large Cap Fund Class Y | $417K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.