Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $35,107 |
Filed as: CREATIVE RETIREMENT SYSTEM Service code 49 | Other Services | $12,185 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,696 |
LNS AMERICA1 year Service code 99 · EIN 31-1025055 | Other Fees | $8,500 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
29 funds of $250K or more; 35 lines in all, holding $25.1M of the plan's $25.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2045 T Date R6 Capital Group · Separate account | $3.6M | 14.2% |
| American Funds 2035 T Date R6 Capital Group · Separate account | $2.4M | 9.5% |
| American Funds Growth Fnd R6 Capital Group · Separate account | $2.0M | 7.9% |
| American Funds 2025 T Date R6 Capital Group · Separate account | $1.4M | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.4M | 5.4% |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Accounts Voya · Money market | $1.2M | 4.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Separate account | $1.1M | 4.2% |
| American Funds Am Balanced R6 Capital Group · Separate account | $1.0M | 4.0% |
| TRowePrc Mid-Cap Growth Fund I Manager not matched · Separate account | $944K | 3.8% |
| American Funds 2055 T Date R6 Capital Group · Separate account | $832K | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.