Filings through .
Filed December 30, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,290 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,123 |
9 funds of $250K or more; 17 lines in all, holding $8.8M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Nuveen Lifecycle Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $7.1M | 81.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $454K | 5.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $449K | 5.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $124K | 1.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $102K | 1.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $100K | 1.1% |
| Fideilty Mid-Cap Growth Index Manager not matched · Mutual fund Index | $95K | 1.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $77K | 0.9% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $74K | 0.8% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $57K | 0.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.