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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,825 |
ASSURED PARTNERS INVEST ADVI LLC1+ years Service code 27 · EIN 85-0777552 | Advisory (Plan) | $27,938 |
11 funds of $250K or more; 21 lines in all, holding $9.9M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $2.8M | 28.0% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund Possible retail class A | $2.6M | 25.7% |
| American Funds Washington Mutual Capital Group · Mutual fund Possible retail class A | $1.1M | 10.7% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class A | $842K | 8.5% |
| Standard Stable Asset Fund - at Contract Value Insurance Contract Manager not matched · Insurance contract | $572K | 5.8% |
| Smallcap World Fund INC Class R-4 Capital Group · Mutual fund Possible retail class A | $453K | 4.6% |
| Eaton Vance Global Income Builder Fund Class I Morgan Stanley · Mutual fund Possible retail class A | $434K | 4.4% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund Possible retail class A | $313K | 3.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $200K | 2.0% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class I Fidelity (FMR) · Mutual fund Possible retail class A | $198K | 2.0% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.