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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 P.O. BOX 3113 · WITCHITA, KS 672013113 | Advisory (Participants) | $34,945 |
THE VANGUARD GROUP, INC.6 years Service code 13 · EIN 23-1945930 | Contract Administrator | $10,090 |
24 funds hold $23.1M of the plan's $23.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.0M | 30.4% |
| MFS Relative Value Fund I MFS (Sun Life) · Mutual fund | $2.4M | 10.2% |
| JP Morgan Market Neutral Fd Cl I JPMorgan · Other | $2.2M | 9.6% |
| Vanguard Government Bond Fund I Class Vanguard · Mutual fund Recordkeeper's own fund | $1.5M | 6.5% |
| Information Technology Index Fund Admiral Shs Manager not matched · Mutual fund Index | $1.3M | 5.4% |
| JP Morgan Mid-Cap Index Fund Admiral Shares JPMorgan · Mutual fund Index | $1.2M | 5.4% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $845K | 3.7% |
| MFS Balanced Index Fund MFS (Sun Life) · Mutual fund Index | $806K | 3.5% |
| Vanguard Short-Term Bond Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $630K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $623K | 2.7% |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.