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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,095 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $39,983 |
21 funds of $250K or more; 17 lines in all, holding $48.8M of the plan's $49.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Century One Choice, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Collective trust Target-date, 9 vintages | $20.8M | 42.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.3M | 14.9% |
| American Century In Retirement Trust IX American Century · Collective trust | $6.6M | 13.4% |
| Principal Insurance Company General Account Principal · Insurance contract Recordkeeper's own fund | $4.6M | 9.5% |
| Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $2.9M | 5.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.4% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $1.2M | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.2% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $912K | 1.9% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $748K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.