Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $31,515 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,432 |
13 funds of $250K or more; 35 lines in all, holding $17.5M of the plan's $18.9M. From the 2025 filing. Recordkeeper: Stifel Nicolaus & CO.
Target-date series: American Funds Target Date, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $3.2M | 18.4% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $3.1M | 17.9% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.9M | 10.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 9.1% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $1.3M | 7.2% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $1.3M | 7.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $764K | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $743K | 4.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $547K | 3.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $545K | 3.1% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeiShares MSCI EAFE International Index Fund to iShares MSCI EAFE International Index Fund Class K | $538K to $764K |
| DroppediShares U.S. Aggregate Bond Index Fund Class K | $325K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.