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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $23,425 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,696 |
18 funds of $250K or more; 16 lines in all, holding $13.4M of the plan's $13.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Principal LifeTime, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintages | $6.2M | 46.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 24.2% |
| AB Large AllianceBernstein · Other | $770K | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $404K | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $366K | 2.7% |
| Lord Abbett LD Abbett DEV Grth I Lord Abbett · Mutual fund | $334K | 2.5% |
| Mellon Stable Value M BNY · Stable value Stable value | $307K | 2.3% |
| Principal Lifetime Principal · Mutual fund | $297K | 2.2% |
| Columbia COL SM CAP VAL II I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $284K | 2.1% |
| AF Europac Growth R6 Capital Group · Mutual fund | $269K | 2.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.