Filings through .
Filed December 21, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,603 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $66,282 |
31 funds of $250K or more; 23 lines in all, holding $191M of the plan's $196M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $95.4M | 49.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $27.4M | 14.4% |
| RT MetLife Stable Value MetLife · Insurance contract | $18.3M | 9.6% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $7.4M | 3.9% |
| AB US Large Cap Growth CIT L AllianceBernstein · Collective trust | $6.5M | 3.4% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $6.1M | 3.2% |
| " Vanguard · Mutual fund | $5.2M | 2.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $5.2M | 2.7% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $5.0M | 2.6% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $4.2M | 2.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.