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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 01-0233346 | Advisory (Participants) | $13,573 |
6 funds of $250K or more; 13 lines in all, holding $5.5M of the plan's $5.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 10 vintages | $5.1M | 91.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $114K | 2.1% |
| Vanguard Small Cap Grow Index Vanguard · Separate account Index | $60K | 1.1% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Separate account Index | $57K | 1.0% |
| Vanguard Value Index Fund Investor Shares Vanguard · Separate account Index | $57K | 1.0% |
| Vanguard Mid-Cap Value ETF Vanguard · Separate account Index | $41K | 0.7% |
| Vanguard Mid-Cap Growth ETF Vanguard · Separate account Index | $39K | 0.7% |
| American Balanced Fund Capital Group · Separate account | $26K | 0.5% |
| 500 Index Fund Manager not matched · Separate account Index | $18K | 0.3% |
| DFA International Value Portfolio Dimensional · Separate account | $14K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.