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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,564 |
8 funds of $250K or more; 12 lines in all, holding $4.9M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.9M | 59.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $615K | 12.5% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $324K | 6.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $254K | 5.2% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $175K | 3.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · ETF Index | $132K | 2.7% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $132K | 2.7% |
| Vanguard Short-Term Bond ETF Vanguard · ETF Index | $127K | 2.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $123K | 2.5% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $106K | 2.2% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.