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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,246 |
15 funds hold $238K of the plan's $237K. From the 2025 filing. Recordkeeper: Ascensus.
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, 8 vintages | $215K | 90.2% |
| Fidelity Advisor Growth Opportunities Fund Class M Fidelity (FMR) · Mutual fund | $7K | 2.7% |
| Attachment to 2025 Form Manager not matched · Other | $6K | 2.3% |
| American Funds American Hi Inc Trust R3 0 Capital Group · Mutual fund Possible retail class R3 | $2K | 1.0% |
| Fidelity Advisor Balanced Fund Class M Fidelity (FMR) · Mutual fund | $2K | 0.7% |
| American Funds Growth Portfolio Class R-3 Capital Group · Mutual fund | $1K | 0.5% |
| Fidelity Advisor Global Cap Apprec M 0 Fidelity (FMR) · Mutual fund | $1K | 0.5% |
| Fidelity Advisor Convertible Sec M 0 Fidelity (FMR) · Mutual fund | $1K | 0.5% |
| Fidelity Advisor Technology Fund Class M Fidelity (FMR) · Mutual fund | $1K | 0.4% |
| Goldman Sachs Growth Allocation Fund Class R Goldman Sachs · Mutual fund | $752 | 0.3% |
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.
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.