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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $722,393 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,558 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $35,000 |
LBMC, PC1+ years Filed as: LBMC Service code 10 · EIN 62-1199757 | Accounting | $18,500 |
23 funds of $250K or more; 13 lines in all, holding $303M of the plan's $313M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $228M | 75.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $33.1M | 10.9% |
| AB US LG CP GR CIT L AllianceBernstein · Collective trust | $10.9M | 3.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $10.6M | 3.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $4.2M | 1.4% |
| MFS International Division R6 MFS (Sun Life) · Mutual fund | $3.8M | 1.2% |
| Principal PIF Mid Cap EQ IV Principal · Mutual fund | $2.7M | 0.9% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 0.9% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $2.4M | 0.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $2.1M | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.