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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,261 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $82,842 |
24 funds of $250K or more; 15 lines in all, holding $212M of the plan's $223M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $99.9M | 47.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $42.2M | 19.9% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 1 vintage | $18.8M | 8.8% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $12.5M | 5.9% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $4.9M | 2.3% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.8M | 2.3% |
| MFS Mid Cap Growth Fund Class 2W MFS (Sun Life) · Mutual fund | $4.8M | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.5M | 2.1% |
| Stable value fund Putnam Fiduciary Trust Company Franklin Templeton · Insurance contract | $4.0M | 1.9% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $3.2M | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.