Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $19,016 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $12,772 |
5 funds of $250K or more; 17 lines in all, holding $3.9M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $974K | 25.2% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $550K | 14.2% |
| Vanguard Developed Markets IndexAdm Vanguard · Mutual fund | $466K | 12.1% |
| Vanguard Emerging Markets Stock Index AD Vanguard · Mutual fund Index | $384K | 9.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $345K | 8.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $203K | 5.3% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $163K | 4.2% |
| Vanguard Small Cap Index Admiral SH Vanguard · Mutual fund Index | $154K | 4.0% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $142K | 3.7% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $141K | 3.7% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighiShares S&P 500 Index Fund Class K Shares to Fidelity 500 Index Fund | $790K to $974K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.