Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EFFICIENT ADVISORS2 years Service code 28 6338 SNIDER RD UNIT 135 · MASON, OH 45040 | Investment Management | $49,555 |
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT SERVICES Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $11,609 |
17 funds of $250K or more; 23 lines in all, holding $16.1M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $3.2M | 19.7% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 10.5% |
| DFA Intermediate Government Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $1.6M | 10.1% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.5M | 9.0% |
| DFA International Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 6.5% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $784K | 4.9% |
| Vanguard Short-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund | $769K | 4.8% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $764K | 4.7% |
| DFA Two-Year Global Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $712K | 4.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $684K | 4.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.