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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $35,187 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,248 |
7 funds of $250K or more; 20 lines in all, holding $7.7M of the plan's $8.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 78.3% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $638K | 8.3% |
| American Balanced Fund Capital Group · Mutual fund | $200K | 2.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $168K | 2.2% |
| Capital Income Builder Capital Group · Mutual fund | $125K | 1.6% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $114K | 1.5% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $109K | 1.4% |
| Eupac Fund Capital Group · Mutual fund | $101K | 1.3% |
| Collateral, Value Cost Value Mutual funds (held by John H Manager not matched · Mutual fund | $79K | 1.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $44K | 0.6% |
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.
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.