Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3250323 | Contract Administrator | $57,205 |
ED DIAS8 years Service code 27 245 FIVE MILE RIVER RD · PUTNAM, CT 06260 | Advisory (Plan) | $19,337 |
10 funds of $250K or more; 48 lines in all, holding $9.0M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Edelman Financial Engines.
| Fund | Dollars | % of funds% |
|---|---|---|
| Sprott Gold Miners Exchange Traded Fund Manager not matched · Mutual fund | $1.4M | 15.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $932K | 10.3% |
| Sprott Physical Gold and Silver Trust Manager not matched · Other | $774K | 8.6% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $407K | 4.5% |
| Mairs and Power Growth Manager not matched · Mutual fund | $321K | 3.5% |
| Capital World Growth & Income Fund Class R-4 Capital Group · Mutual fund | $280K | 3.1% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund | $273K | 3.0% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $263K | 2.9% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $262K | 2.9% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $261K | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.