Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.9 years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $26,376 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 99 WEST FIRST STREET · CORNING, NY 14830 | Advisory (Plan) | $10,880 |
Filed as: NORTHEAST BENEFIT SERVICES Service code 49 · EIN 16-1191551 950-A UNION ROAD · WEST SENECA, NY 14224 | Other Services | $8,055 |
4 funds of $250K or more; 14 lines in all, holding $3.3M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Unified Trust.
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Large Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $685K | 20.5% |
| Stable Value Group Trust Manager not matched · Stable value Stable value | $602K | 18.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $590K | 17.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $479K | 14.4% |
| Eupac Fund Capital Group · Mutual fund | $205K | 6.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $131K | 3.9% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $128K | 3.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $115K | 3.4% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $104K | 3.1% |
| Wealth Preservation Strategy Target Risk - Moderate Manager not matched · Other | $79K | 2.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.