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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 99 · EIN 43-1270780 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $18,142 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $13,398 |
TSC 401K2 years Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N · MAPLE GROVE, MN 55369 | Contract Administrator | $10,096 |
NATIONWIDE9 years Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $395 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 53215 | Investment Management | $0 |
TSC 401K1 year Filed as: TSC401K Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT · MAPLE GROVE, MN 55369 | Contract Administrator | $0 |
10 funds of $250K or more; 14 lines in all, holding $7.4M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index - Empower Fidelity (FMR) · Mutual fund Index | $1.6M | 21.0% |
| Fidelity US Bond Index - Empower Fidelity (FMR) · Mutual fund Index | $1.0M | 13.7% |
| Great Gray Trust American Funds 2045 Capital Group · Collective trust | $1.0M | 13.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $818K | 11.0% |
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $700K | 9.5% |
| Great Gray Trust American Funds 2050 Capital Group · Collective trust | $669K | 9.0% |
| Great Gray Trust American Funds 2055 Capital Group · Collective trust | $480K | 6.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $312K | 4.2% |
| Fidelity Mid Cap Fidelity (FMR) · Mutual fund | $303K | 4.1% |
| Nationwide NW FXD SEL Optn, at contract value Nationwide · Insurance contract | $293K | 4.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.