Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $33,038 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $8,721 |
19 funds of $250K or more; 23 lines in all, holding $19.0M of the plan's $19.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.2M | 43.0% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $3.1M | 16.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.4M | 12.5% |
| Guaranteed Investment Contract (Investment at Contract Value): Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $781K | 4.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $652K | 3.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $483K | 2.5% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $473K | 2.5% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $401K | 2.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $373K | 2.0% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $333K | 1.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.