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| Provider | Service type | Compensation |
|---|---|---|
BNY MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $7,114 |
ALIGHT SOLUTIONS LLC1+ years Service code 59 | Shareholder Servicing | $0 |
17 funds hold $16.5M of the plan's $17.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $2.8M | 17.1% |
| Allspring Core Bond Allspring · Collective trust | $2.4M | 14.5% |
| US Large Cap Equity Index Fund Blackrock BlackRock · Mutual fund Index | $2.1M | 12.6% |
| BlackRock BlackRock MSCI ACWI Ex-US Index Fund BlackRock · Mutual fund Index | $1.8M | 11.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $1.6M | 9.7% |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price · Mutual fund | $1.1M | 7.0% |
| Diamond Hill Small-Mid Cap Fund Diamond Hill · Mutual fund | $1.1M | 6.7% |
| GMO Benchmark-Free Allocation Fund Manager not matched · Mutual fund | $1.0M | 6.3% |
| Allspring CC&L Emerging Market Equity Allspring · Mutual fund | $582K | 3.5% |
| BlackRock Russell BlackRock · Mutual fund | $541K | 3.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.