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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,146 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,664 |
18 funds of $250K or more; 14 lines in all, holding $18.2M of the plan's $18.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.8M | 48.4% |
| T. Rowe Price LargeCap Growth I R6 Fund T. Rowe Price · Mutual fund | $2.5M | 13.7% |
| Guaranteed Interest Contract Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.6M | 8.9% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.5M | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.7% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $1.0M | 5.6% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $621K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $356K | 2.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $262K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $56K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.