Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,972 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,540 |
17 funds of $250K or more; 35 lines in all, holding $14.5M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.8M | 67.8% |
| Vanguard MStar Growth Index Fund Adm Vanguard · Mutual fund Index | $738K | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $629K | 4.3% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $467K | 3.2% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund Index | $441K | 3.0% |
| Vanguard MStar Total Stock Mkt Index Adm Vanguard · Mutual fund Index | $441K | 3.0% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $331K | 2.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $327K | 2.3% |
| Participant's Loan Account Manager not matched · Other | $266K | 1.8% |
| Blackrock Global Allocation Fund, INC. Institutional BlackRock · Mutual fund | $184K | 1.3% |
Added 7 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard MStar Growth Index Fund Adm | $738K |
| AddedVanguard 500 Index Fund Admiral Shares | $629K |
| AddedVanguard Treasury Money Market Fund Investor Shares | $467K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.