Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,896 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,450 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $20,265 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $4,408 |
10 funds of $250K or more; 18 lines in all, holding $11.2M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $7.6M | 67.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 10.7% |
| JP Morgan Large Cap Growth JPMorgan · Other | $448K | 4.0% |
| iShare MSCI EAFE Intl Index Manager not matched · Mutual fund Index | $424K | 3.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $319K | 2.9% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund | $245K | 2.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $208K | 1.9% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $181K | 1.6% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $106K | 0.9% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $98K | 0.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Index Fund | $1.6M |
| AddedFidelity 500 Index Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.