Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $57,268 |
D'ARCANGELO & CO., LLP1 year Filed as: D'ARCANGELO FINANCIAL ADVISORS, LLC Service code 26 · EIN 14-1815158 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Advisory (Participants) | $30,898 |
19 funds of $250K or more; 20 lines in all, holding $31.3M of the plan's $33.4M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| DFA US Large Company I Fund Dimensional · Mutual fund | $5.1M | 16.4% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $4.3M | 13.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 10.1% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $3.1M | 9.9% |
| DFA International Value I Fund Dimensional · Mutual fund | $2.5M | 7.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.3M | 7.2% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $1.9M | 6.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.6% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $998K | 3.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.