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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $6,387 |
MGKS7 years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $6,150 |
12 funds of $250K or more; 20 lines in all, holding $8.0M of the plan's $8.0M. From the 2024 filing. Recordkeeper: Mgks.
Target-date series: American Funds Target Date, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.7M | 58.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $595K | 7.4% |
| Nationwide Fixed Select Option Nationwide · Insurance contract | $371K | 4.6% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $310K | 3.9% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $283K | 3.5% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Mutual fund | $237K | 3.0% |
| Western Asset Core Bond Fund Franklin Templeton · Mutual fund | $229K | 2.9% |
| Nationwide Trust Company, FSB Nationwide · Collective trust | $199K | 2.5% |
| PIMCO High Yield Spectrum Fund PIMCO (Allianz) · Mutual fund | $192K | 2.4% |
| American Balanced Fund Capital Group · Mutual fund | $173K | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.