Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $114,040 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $69,450 |
20 funds of $250K or more; 18 lines in all, holding $45.5M of the plan's $46.8M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Fidelity Freedom Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $13.2M | 28.9% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $5.5M | 12.0% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $5.4M | 11.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 9.5% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $4.1M | 9.0% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.4M | 7.5% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $1.7M | 3.8% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 3.5% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $1.5M | 3.4% |
| Vanguard Ftse All-Wild Ex-US Smcp Index Admiral Vanguard · Mutual fund Index | $1.3M | 2.9% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.