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| Provider | Service type | Compensation |
|---|---|---|
MSJC, LP DBA CFO4LIFE, LP4 years Filed as: MSJC, LP DBA CFO4LIFE, L.P. Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $39,995 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,397 |
INWEST RETIREMENT SOLUTIONS10+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $17,157 |
10 funds of $250K or more; 23 lines in all, holding $8.6M of the plan's $9.0M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.7M | 77.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $398K | 4.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $360K | 4.2% |
| Vanguard Morningstar Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $354K | 4.1% |
| Nationwide Fixed Select Contract Nationwide · Insurance contract Recordkeeper's own fund | $242K | 2.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $230K | 2.7% |
| Vanguard Morningstar Value Index Fund Admiral Vanguard · Mutual fund Index | $82K | 1.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $62K | 0.7% |
| Federated Hermes Government Obligations Premier Federated Hermes · Other | $56K | 0.6% |
| Vanguard Morningstar Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 0.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
The auditor signed off without reservation. This is the cleanest opinion.