Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC3 years Service code 27 · EIN 85-4001199 | Advisory (Plan) | $54,738 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,799 |
20 funds hold $31.5M of the plan's $31.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $17.3M | 55.0% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.0M | 12.8% |
| Vanguard Index Admiral Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.7M | 8.7% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.3M | 4.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 3.3% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $893K | 2.8% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $778K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $706K | 2.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $648K | 2.1% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $601K | 1.9% |
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.)