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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,398 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,904 |
26 funds of $250K or more; 23 lines in all, holding $29.2M of the plan's $29.3M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.2M | 21.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 12.0% |
| American Funds Fundamental Inv R6 Capital Group · Mutual fund | $3.4M | 11.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 9.6% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $2.6M | 8.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 4.3% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $1.1M | 3.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.0M | 3.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $994K | 3.4% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $701K | 2.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.