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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,393 |
14 funds of $250K or more; 43 lines in all, holding $14.3M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Nova 401(k) Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Separate account Index | $2.6M | 18.3% |
| Columbia Seligman Global Technology Fund Ameriprise (Columbia Threadneedle) · Separate account | $2.2M | 15.7% |
| Indexselect Conservative 2045 Fund Manager not matched · Separate account | $2.0M | 13.9% |
| Growth Fund OF America Capital Group · Separate account | $1.3M | 8.8% |
| Blackrock Health Sciences Opportunities Portfolio BlackRock · Separate account | $896K | 6.3% |
| Vanguard Total International Stock Index Fund Vanguard · Separate account Index | $564K | 4.0% |
| Indexselect Conservative 2035 Fund Manager not matched · Separate account | $559K | 3.9% |
| Vanguard Small-Cap Index Fund Vanguard · Separate account Index | $523K | 3.7% |
| DWS Rreef Real Estate Securities Fund DWS · Separate account | $483K | 3.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Separate account Index | $450K | 3.2% |
Added 1 fund, dropped 1 fund. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedBlackrock Health Sciences Opportunities Portfolio | $896K |
| Other vehicle moveIndexSelect Conservative 2035 Fund CL I to Indexselect Conservative 2035 Fundmutual fund to separate account | $749K to $559K |
| DroppedValue of Int. In Reg. Invest Co | $688K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 10 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.