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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,154 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,900 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
13 funds of $250K or more; 16 lines in all, holding $22.4M of the plan's $31.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $12.2M | 54.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $3.8M | 16.8% |
| Vanguard Group Vgd Ttl Intl Stk Index Adm Fd Vanguard · Mutual fund Index | $979K | 4.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $918K | 4.1% |
| DFA US Core Equity 1 I Fund Dimensional · Mutual fund | $885K | 4.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $656K | 2.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $573K | 2.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $509K | 2.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $489K | 2.2% |
| Vanguard Group Vanguard Sm Cap Gr Index Adm Fd Vanguard · Mutual fund Index | $346K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.