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 | $87,105 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,282 |
24 funds of $250K or more; 15 lines in all, holding $49.2M of the plan's $50.1M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $32.9M | 66.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 8.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 3.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.6M | 3.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 3.0% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1.4M | 2.9% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $1.1M | 2.2% |
| Guaranteed Interest Fund (held by Transamerica Trust Company) TransAmerica Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.0M | 2.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $779K | 1.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.