Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$93K in admin expenses, $269 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $39.4M of the plan's $39.8M. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, collective trust, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $13.1M | 33.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.9M | 20.0% |
| AB US Lg Cap Gr L AllianceBernstein · Other | $3.3M | 8.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 6.7% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $2.0M | 5.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 4.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 4.2% |
| Pgim Total Return Bd Class LP Prudential (PGIM) · Other | $1.4M | 3.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.4M | 3.5% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $685K | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustT. Rowe Price Retirement 2040 Fund-I Class to T. Rowe Price Retirement 2040 Trust | $9.8M to $13.1M |
| ReplacedHighMFS Value Fund R6 to Putnam Large Cap Value Trust IA | $1.7M to $2.0M |
| DroppedPgim Total Return Bond Fund Class R6 | $1.1M |
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. They do not show money moved.
7 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-3689044 Recordkeeping | $54,419 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING 401(K) & TPA Service code 27 · EIN 43-1270780 Advisory (Plan) | $38,250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025