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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2 years Filed as: WINTRUST PRIVATE TRUST COMPANY Service code 15 · EIN 36-4221549 | Recordkeeping | $113,548 |
26 funds hold $39.6M of the plan's $40.1M. From the 2025 filing. Recordkeeper: Wintrust Investments.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 10 vintages | $24.4M | 61.6% |
| Macquire Large Cap Growth Fund Class R6 Manager not matched · Mutual fund | $2.6M | 6.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.6M | 4.0% |
| Vanguard Total Stock Markets Index Admiral Vanguard · Mutual fund Index | $1.5M | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $975K | 2.5% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $718K | 1.8% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $622K | 1.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $516K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.