Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,566 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,826 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $14,700 |
6 funds of $250K or more; 19 lines in all, holding $4.7M of the plan's $4.9M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.2M | 89.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 2.2% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $56K | 1.2% |
| Unallocated investment contract with an insurance company: Transamerica Life Insurance Company Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $52K | 1.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $30K | 0.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $30K | 0.6% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $24K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $23K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $22K | 0.5% |
| International Growth and Income Fund (R6) Capital Group · Mutual fund | $21K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.
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.