Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $34,453 |
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,006 |
8 funds of $250K or more; 20 lines in all, holding $7.1M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Money Market Fund Fidelity (FMR) · Money market Index | $1.8M | 25.1% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 21.0% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 8 vintages | $1.2M | 16.9% |
| State Street World Developed ex U.S. Index II Fund State Street (SSgA) · Mutual fund Index | $496K | 7.0% |
| State Street U.S. Bond Index SL CL XIV State Street (SSgA) · Collective trust Index | $296K | 4.2% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $284K | 4.0% |
| State Street Emerging Markets Index SL II Fund State Street (SSgA) · Collective trust Index | $269K | 3.8% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $249K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $244K | 3.5% |
| Stable Value Fixed Income CIT Fund Manager not matched · Stable value Stable value | $203K | 2.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.