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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC10+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $276,450 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $192,319 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY, LLC Service code 21 · EIN 27-4411131 | Bank Trustee | $28,975 |
25 funds of $250K or more; 18 lines in all, holding $104M of the plan's $105M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Fidelity Freedom Index, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $52.4M | 50.4% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $14.5M | 13.9% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $5.4M | 5.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $5.2M | 5.0% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $5.1M | 4.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $4.6M | 4.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 3.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.8M | 2.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.1M | 2.0% |
| Vanguard REIT Index Fund Vanguard · Mutual fund Index | $1.9M | 1.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.