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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,284 |
Filed as: MMA SECURITIES LLC Service code 27 · EIN 52-2189187 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $4,675 |
16 funds of $250K or more; 25 lines in all, holding $17.3M of the plan's $17.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
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, 12 vintagesRecordkeeper's own fund | $8.5M | 49.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 10.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 6.4% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $972K | 5.6% |
| The Gabelli U.S. Treasury Money Market Fund Westwood · Money market | $831K | 4.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $569K | 3.3% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $545K | 3.2% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $379K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $344K | 2.0% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $286K | 1.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.