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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILESTONE CONSULTANTS Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $22,113 |
NATIONWIDE2 years Service code 64 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $20,688 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $4,500 |
6 funds of $250K or more; 12 lines in all, holding $4.8M of the plan's $4.9M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.3M | 69.3% |
| maturity date, rate of interest, (e) American Funds 202 Capital Group · Mutual fund | $716K | 15.0% |
| AB Large CAP Growth Fund INC Advisor Class AllianceBernstein · Mutual fund | $378K | 7.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $105K | 2.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $72K | 1.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $71K | 1.5% |
| PIMCO International Bond Fund Institutional Class PIMCO (Allianz) · Mutual fund | $32K | 0.7% |
| Virtus KAR Mid-Cap Core Fund Virtus · Mutual fund | $30K | 0.6% |
| Hood River Small-Cap Growth Fund Hood River · Mutual fund | $24K | 0.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $23K | 0.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.