Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
UMB FINANCIAL CORPORATION11+ years Filed as: UMB FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $137,851 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,352 |
14 funds of $250K or more; 13 lines in all, holding $82.4M of the plan's $82.4M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced Fund A 0 Capital Group · Mutual fund | $19.2M | 23.3% |
| American Funds Fundamental Investors Class A Capital Group · Mutual fund | $17.7M | 21.5% |
| American Funds Growth Fund of Amer R4 0 Capital Group · Mutual fund | $12.2M | 14.8% |
| NEW Perspective Fund Class A Capital Group · Mutual fund | $9.7M | 11.7% |
| American Funds U.S. Govt Money Mkt A 0 Capital Group · Money market | $8.0M | 9.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $5.5M | 6.7% |
| American Funds Bond Fund of Amer A 0 Capital Group · Mutual fund | $2.6M | 3.1% |
| JPMorgan Small Cap Equity Fund A 0 JPMorgan · Mutual fund | $2.6M | 3.1% |
| American Eupac American Eupac R4 Manager not matched · Other | $2.1M | 2.5% |
| JPMorgan Smid Cap Equity Fund Class R6 JPMorgan · Mutual fund | $1.6M | 2.0% |
Added 10 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds | $68.3M |
| AddedAmerican Funds American Balanced Fund A 0 | $19.2M |
| AddedAmerican Funds Fundamental Investors Class A | $17.7M |
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.
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.