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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Fees | $24,018 |
AEGIS RETIREMENT PARTNERS4 years Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $5,935 |
11 funds of $250K or more; 24 lines in all, holding $11.0M of the plan's $11.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.2M | 74.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 9.5% |
| AmCen Ultra Fund R6 Manager not matched · Mutual fund | $371K | 3.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $174K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $172K | 1.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $142K | 1.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $137K | 1.2% |
| Vangrd Int-Trm Inv-Grd Fd Adm Vanguard · Mutual fund | $137K | 1.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $130K | 1.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $120K | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.