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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 53 · EIN 31-4156830 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Insurance Commissions | $48,032 |
NATIONWIDE4 years Service code 13 · EIN 31-4177100 | Contract Administrator | $27,040 |
PROACCOUNT2 years Service code 49 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Other Services | $17,620 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $2,520 |
10 funds of $250K or more; 66 lines in all, holding $10.2M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $2.9M | 28.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 11.5% |
| Insurance contract: Fixed Select Option Manager not matched · Insurance contract | $456K | 4.5% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $448K | 4.4% |
| Fidelity Total US Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $311K | 3.0% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $281K | 2.7% |
| Loomis All Cap Growth Fund Natixis IM · Mutual fund | $246K | 2.4% |
| GQG US Quality Equity Fund GQG Partners · Mutual fund | $243K | 2.4% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $237K | 2.3% |
| Putnam Large Cap Growth Opportunities Fund Franklin Templeton · Mutual fund | $208K | 2.0% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Total US Sustainability Index Fund | $311K |
| DroppedBrown Advisory Sustainable Growth Fund | $268K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.