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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,403 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,919 |
18 funds of $250K or more; 19 lines in all, holding $18.9M of the plan's $19.1M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.7M | 24.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.5M | 23.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.4M | 12.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.8M | 9.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.0M | 5.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $926K | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $686K | 3.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $615K | 3.3% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $457K | 2.4% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $397K | 2.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.