Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $53,462 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,038 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $26,805 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,233 |
12 funds of $250K or more; 18 lines in all, holding $11.0M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $6.6M | 59.8% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 14.6% |
| iShare MSCI EAFE Intl Index Manager not matched · Mutual fund Index | $443K | 4.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $410K | 3.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $402K | 3.6% |
| U.S. Vector Equity Portfolio Dimensional · Mutual fund | $311K | 2.8% |
| JP Morgan Cap Growth JPMorgan · Other | $259K | 2.3% |
| Vanguard Intermediate-Term Bond Fund Vanguard · Mutual fund | $175K | 1.6% |
| BlackRock International Fund BlackRock · Mutual fund | $170K | 1.5% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $145K | 1.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.