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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,979 |
12 funds of $250K or more; 17 lines in all, holding $22.3M of the plan's $22.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $17.4M | 78.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 8.3% |
| AB US Large Cap Growth CIT (W Series) Fee Class L AllianceBernstein · Collective trust | $838K | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $630K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $558K | 2.5% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $298K | 1.3% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $219K | 1.0% |
| Prin Mid-Cap EQ FD Tier IV Principal · Collective trust | $120K | 0.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $95K | 0.4% |
| PIMCO Income Fund Insitutional Class PIMCO (Allianz) · Mutual fund | $82K | 0.4% |
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.