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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,594 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,467 |
Service code 29 · EIN 31-0570030 | Legal | $14,669 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $10,000 |
25 funds of $250K or more; 22 lines in all, holding $51.0M of the plan's $51.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $37.0M | 72.7% |
| Mutual and Money Market Funds: Fidelity 500 Index Fund Fidelity (FMR) · Money market IndexRecordkeeper's own fund | $4.6M | 9.1% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $2.7M | 5.3% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.2M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $882K | 1.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $747K | 1.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $558K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $395K | 0.8% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $353K | 0.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $341K | 0.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.