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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 18700 N HAYDEN RD · SCOTTSDALE, AZ 85255 | Other Commissions | $35,166 |
THE AIMPOINT GROUP3 years Filed as: THE AIMPOINT GROUP, LLC Service code 49 | Other Services | $9,098 |
THE AIMPOINT GROUP2 years Service code 49 805 BROADWAY ST · VANCOUVER, WA 98660 | Other Services | $0 |
17 funds of $250K or more; 31 lines in all, holding $18.2M of the plan's $30.1M. From the 2024 filing. Recordkeeper: Prudential (PGIM).
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $3.0M | 16.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $2.3M | 12.4% |
| Voya MyCompass Ind Mod 2035 Fd R Voya · Insurance contract | $1.6M | 8.9% |
| MFS International Growth Fund R6 MFS (Sun Life) · Insurance contract | $1.2M | 6.6% |
| Voya (Voya) Stable Value Option Voya · Insurance contract | $1.1M | 6.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.1M | 6.0% |
| JPMorgan U.S. Res Enhanc Eq R6 JPMorgan · Insurance contract | $1.0M | 5.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.0M | 5.6% |
| Vangrd Int-Trm Bd Indx Fd Adm Vanguard · Insurance contract | $830K | 4.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Insurance contract | $816K | 4.5% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
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.