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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $36,694 |
Service code 15 · EIN 04-3015875 | Recordkeeping | $29,087 |
12 funds of $250K or more; 18 lines in all, holding $18.9M of the plan's $19.2M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $12.6M | 66.4% |
| Vanguard 500 Index F Vanguard · Mutual fund Index | $2.0M | 10.5% |
| Blue Chip Fund R-6 Principal · Mutual fund | $1.9M | 9.9% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $613K | 3.2% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $465K | 2.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $432K | 2.3% |
| Prudential Guaranteed Inc FD Global Prudential (PGIM) · Insurance contract | $192K | 1.0% |
| American Balanced Fund R6 Manager not matched · Mutual fund | $168K | 0.9% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $152K | 0.8% |
| DFA Intl Sustain Core 1 Inst Dimensional · Mutual fund | $150K | 0.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.