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| Provider | Service type | Compensation |
|---|---|---|
HARRIS4 years Filed as: HARRIS NYDICK; GREGORY MAKOWSKI Service code 26 · EIN 22-3558384 CFS INVESTMENT ADVISORY SVCS, LLC · TOTOWA, NJ 075122332 | Advisory (Participants) | $44,485 |
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 47-0098400 | Recordkeeping | $38,032 |
14 funds of $250K or more; 19 lines in all, holding $12.2M of the plan's $12.5M. From the 2024 filing. Recordkeeper: Ameritas Life Insurance.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.2M | 34.6% |
| Vanguard Wellington Admiral Shares - AL Vanguard · Mutual fund | $3.1M | 25.5% |
| Blackrock Equity Index Fund Class 1 - AZ BlackRock · Mutual fund Index | $811K | 6.7% |
| Vanguard Growth Index Admiral Shares - AP Vanguard · Mutual fund Index | $809K | 6.6% |
| Vanguard Value Index Admiral Shares - AO Vanguard · Mutual fund Index | $556K | 4.6% |
| Vanguard Extended Market Index Admiral Shares - AQ Vanguard · Mutual fund Index | $537K | 4.4% |
| Goldman Sachs Small/mid Cap Growth Fund Class R6 - AR Goldman Sachs · Mutual fund | $303K | 2.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares - AT Vanguard · Mutual fund Index | $222K | 1.8% |
| Lord Abbett Short Duration Income Fund Class R6 - AX Lord Abbett · Mutual fund | $219K | 1.8% |
| American Century Mid Cap Value Fund R6 Class - AN American Century · Mutual fund | $209K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.