Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $62,963 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $36,584 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $19,500 |
NATIONWIDE11+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $2,272 |
21 funds of $250K or more; 16 lines in all, holding $14.6M of the plan's $15.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $6.3M | 43.0% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $1.5M | 10.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 9.7% |
| MassMutual Pooled Stable Trust MassMutual · Collective trust | $1.2M | 7.9% |
| Neuberger Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $804K | 5.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $618K | 4.2% |
| Nationwide Fixed Select Nationwide · Insurance contract | $516K | 3.5% |
| Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund | $476K | 3.3% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $356K | 2.4% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $338K | 2.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.