Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $376,001 |
CREATIVE PLANNING LLC4 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $67,039 |
26 funds of $250K or more; 17 lines in all, holding $273M of the plan's $276M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $200M | 73.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $37.6M | 13.8% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $8.0M | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 1.6% |
| PIF Mid Cap Eq IV Manager not matched · Collective trust | $3.4M | 1.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $2.3M | 0.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.2M | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 0.8% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.9M | 0.7% |
Dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAB Large CAP Growth Fund INC Class Z to AB US Large Cap Growth CIT | $7.1M to $8.0M |
| DroppedEupac Fund Class R-6 | $1.2M |
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 71,097 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.
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.