Filings through .
Filed January 26, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $152,862 |
L M KOHN & COMPANY9 years Filed as: L.M. KOHN & COMPANY Service code 16 10151 CARVER ROAD · CINCINNATI, OH 45242 | Consulting | $54,195 |
GELMAN PENSION CONSULTING, INC.10+ years Filed as: GELMAN PENSION CONSULTING Service code 16 · EIN 13-3752538 | Consulting | $20,806 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
14 funds of $250K or more; 20 lines in all, holding $22.8M of the plan's $23.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 11.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 11.7% |
| Vanguard Lifestrategy Vanguard · Mutual fund | $2.3M | 10.2% |
| Guaranteed Interest Account - contract value New York Life · Insurance contract | $2.2M | 9.6% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $2.0M | 8.9% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.8M | 7.8% |
| Vanguard LifeStrategy Consv Gr Vanguard · Mutual fund | $1.6M | 7.0% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.6M | 7.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.8% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $1.0M | 4.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.