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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,396 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING 401(K) & TPA Service code 27 · EIN 43-1270780 | Advisory (Plan) | $26,268 |
WIPFLI LLP1+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $14,840 |
9 funds of $250K or more; 13 lines in all, holding $13.2M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $12.2M | 92.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $355K | 2.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $310K | 2.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $104K | 0.8% |
| Insurance Company/ General Account Total Manager not matched · Insurance contract | $89K | 0.7% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $48K | 0.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $35K | 0.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $34K | 0.3% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $23K | 0.2% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $7K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.