Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $31,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,051 |
15 funds of $250K or more; 20 lines in all, holding $23.0M of the plan's $23.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $18.9M | 82.1% |
| Common/Collective Investment Trusts Reliance Trust Manager not matched · Collective trust | $1.0M | 4.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $909K | 3.9% |
| Putnam Large Cap Value Fund - Class IA Franklin Templeton · Mutual fund | $334K | 1.5% |
| Great Gray Large Cap Growth Fund Manager not matched · Collective trust | $326K | 1.4% |
| Fidelity Total Institutional Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $318K | 1.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $274K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $217K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $181K | 0.8% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $126K | 0.5% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedMetLife GAC Series 25053 | $1.0M |
| AddedCommon/Collective Investment Trusts Reliance Trust | $1.0M |
| DroppedPutnam Large Cap Value Fund - Class IA N | $286K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.