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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $24,030 |
LOREN D. STARK COMPANY2 years Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $9,539 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,902 |
28 funds of $250K or more; 29 lines in all, holding $39.4M of the plan's $40.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $15.3M | 38.9% |
| Voya Fixed Account Voya · Insurance contract | $3.7M | 9.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.9M | 7.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.0% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $1.6M | 4.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.5M | 3.9% |
| Insurance and Annuity American Funds Am Balanced R6 Capital Group · Insurance contract | $1.5M | 3.8% |
| American Funds Fdmntl Inv R6 Capital Group · Mutual fund | $1.3M | 3.2% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $1.2M | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.