Filings through .
Filed July 31, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $225,927 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
25 funds of $250K or more; 22 lines in all, holding $145M of the plan's $147M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $81.9M | 56.5% |
| Fidelity Contrafund Pool Fidelity (FMR) · Mutual fund | $15.7M | 10.8% |
| Vanguard Group - Vanguard Federal Money Market Investor Fund Vanguard · Money market | $9.9M | 6.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.5M | 6.5% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $7.2M | 4.9% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $5.0M | 3.5% |
| Mid Cap Value Fund American Century · Mutual fund | $2.8M | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 1.9% |
| Eupac Fund Capital Group · Mutual fund | $2.7M | 1.8% |
| Pgim Investments, LLC - Pgim Total Return Prudential (PGIM) · Collective trust | $2.4M | 1.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.