Filings through .
Filed November 16, 2001
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 FINANCIAL GROUP7 years Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $66,860 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $29,918 |
Filed as: GROSS MENDELSOHN Service code 10 · EIN 52-0982413 | Accounting | $0 |
NEWSQUARE CAPITAL, LLC7 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $0 |
13 funds of $250K or more; 33 lines in all, holding $14.4M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Professional Capital Services.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.8M | 26.2% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $3.0M | 20.7% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $1.6M | 11.1% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.1M | 7.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $736K | 5.1% |
| Vanguard Mstar Mid Cap Index Admiral Shr Vanguard · Mutual fund Index | $726K | 5.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $383K | 2.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $380K | 2.6% |
| Money Market Mutual Fund Manager not matched · Money market | $239K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.