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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,924 |
724 CAPITAL, LLC1 year Service code 27 219 N DEFIANCE ST · NEW WESTON, OH 43502 | Advisory (Plan) | $6,127 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $5,627 |
724 CAPITAL, LLC1 year Filed as: 724 CAPITAL LLC Service code 27 5090 N 40TH · PHOENIX, AZ 85018 | Advisory (Plan) | $5,542 |
8 funds of $250K or more; 24 lines in all, holding $5.5M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.4M | 79.7% |
| State Street State St Russell L/C Growth ldx II State Street (SSgA) · Mutual fund | $251K | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $227K | 4.1% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $71K | 1.3% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $68K | 1.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $50K | 0.9% |
| State Street State St S&P 500 ldx Sec Lend II State Street (SSgA) · Mutual fund Index | $48K | 0.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $44K | 0.8% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $36K | 0.7% |
| State Street State St Emerging Mkt Ind SL II State Street (SSgA) · Collective trust | $36K | 0.7% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2040 Target Date Retirement Fund Class R-6 | $4.4M |
| DroppedState Street | $4.0M |
| AddedState Street State St Russell L/C Growth ldx II | $251K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 61,314 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.