Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
OAKMONT CAPITAL MANAGEMENT11+ years Filed as: OAKMONT CAPITAL MGMT Service code 26 · EIN 48-1263655 | Advisory (Participants) | $16,032 |
ASCENSUS LLC11+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $15,187 |
3 funds of $250K or more; 13 lines in all, holding $3.5M of the plan's $3.5M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $2.1M | 59.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $453K | 12.9% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $279K | 8.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $168K | 4.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $105K | 3.0% |
| Harbor International Fund Institutional Class Harbor Capital · Mutual fund | $103K | 2.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $101K | 2.9% |
| Goldman Sachs Small Cap Value Fund Institutional Goldman Sachs · Mutual fund | $49K | 1.4% |
| Nicholas Limited Edition I Manager not matched · Mutual fund | $47K | 1.3% |
| Money Market Fund Vanguard Vanguard · Money market | $45K | 1.3% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard LifeStrategy 60/40 Fund Investor Shares to Vanguard LifeStrategy 40/60 Fund Investor Shares | $1.3M to $2.1M |
| DroppedVanguard LifeStrategy Consv Gr | $631K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.