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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Service code 27 · EIN 20-3354970 | Advisory (Plan) | $33,750 |
Service code 15 · EIN 46-5378846 | Recordkeeping | $28,649 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
18 funds of $250K or more; 15 lines in all, holding $30.5M of the plan's $30.8M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: BlackRock LifePath, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $16.7M | 54.7% |
| Rate of Mutual Funds b BlackRock BlackRock · Mutual fund | $5.1M | 16.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 8.0% |
| Rate of Common Collective Trusts b MFS Investment Manag MFS (Sun Life) · Collective trust | $1.7M | 5.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $976K | 3.2% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $639K | 2.1% |
| BlackRock LifePath Dynamic N/R BlackRock · Mutual fund | $612K | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $578K | 1.9% |
| Great Gray Trust Franklin Small Cap N/R Franklin Templeton · Collective trust | $466K | 1.5% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $400K | 1.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.