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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,777 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $42,750 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,899 |
LARSON GROSS PLLC1 year Filed as: LARSON GROSS ASSURANCE PLLC Service code 10 · EIN 33-2373484 | Accounting | $20,710 |
29 funds of $250K or more; 23 lines in all, holding $119M of the plan's $126M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $68.7M | 57.5% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $11.1M | 9.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.9M | 6.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.5M | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.8M | 3.2% |
| Vanguard Developed Markets Ind Fd Adm Shr Vanguard · Mutual fund Recordkeeper's own fund | $3.8M | 3.2% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $3.4M | 2.9% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $2.2M | 1.8% |
| Vanguard Emerging Mkts Stock Index Fund Adm Shr Vanguard · Mutual fund Recordkeeper's own fund | $1.9M | 1.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 1.5% |
Dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan SmartRetirement 2055 Fund Class R5 | $2.8M |
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Class K to Prin Mid-Cap EQ FD Tier IV | $514K to $541K |
| ReplacedHighJPMorgan Mid Cap Value Fund Class L to John Hancock Disciplined Value Mid Cap Fund | $488K to $536K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.