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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLD CO Service code 64 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Recordkeeping Fees | $7,961 |
17 funds of $250K or more; 21 lines in all, holding $49.6M of the plan's $50.6M. From the 2025 filing. Recordkeeper: Creative Planning.
Target-date series: T. Rowe Price Retirement Blend, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Growth / MFS Fund MFS (Sun Life) · Other | $7.5M | 15.1% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.3M | 12.8% |
| JPMorgan U.S. Research Enhanced Equity Fund Class I JPMorgan · Mutual fund | $5.6M | 11.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.4M | 10.9% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $4.3M | 8.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 6.5% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.9M | 5.8% |
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $2.3M | 4.6% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $2.0M | 4.0% |
| American Beacon Small Cap Value Fund Y Class American Beacon (Resolute) · Mutual fund | $2.0M | 4.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).