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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $45,694 |
WIPFLI LLP4 years Service code 14 · EIN 39-0758449 | Plan Administrator | $43,506 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 14 · EIN 39-3647910 | Plan Administrator | $21,773 |
DS & B, LTD1 year Filed as: DS&B, LTD. Service code 10 · EIN 41-1475695 | Accounting | $15,000 |
22 funds of $250K or more; 17 lines in all, holding $19.4M of the plan's $19.9M. From the 2025 filing. Recordkeeper: Wipfli.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $12.9M | 66.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.7% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $918K | 4.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $678K | 3.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $483K | 2.5% |
| Avantis U.S. Equity Fund Institutional Class American Century · Mutual fund | $427K | 2.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $420K | 2.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $385K | 2.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $370K | 1.9% |
| Avantis U.S. Small Cap Value Fund Institutional Class American Century · Mutual fund | $342K | 1.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAvantis Emerging Markets Equity Fund Institutional Class | $347K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.