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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $41,809 |
D'ARCANGELO & CO., LLP4 years Service code 26 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Advisory (Participants) | $40,319 |
17 funds of $250K or more; 20 lines in all, holding $28.2M of the plan's $30.4M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| DFA US Large Company I Fund Dimensional · Mutual fund | $5.2M | 18.3% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $4.0M | 14.3% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $2.9M | 10.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 9.4% |
| DFA International Value I Fund Dimensional · Mutual fund | $2.0M | 7.2% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $1.8M | 6.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.6M | 5.6% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $996K | 3.5% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $935K | 3.3% |
Covers 60,908 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.