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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FORUSALL ADVISORS Service code 27 6520 TELEGRAPH AVE · OAKLAND, CA 94609 | Advisory (Plan) | $33,019 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,990 |
10 funds of $250K or more; 11 lines in all, holding $8.7M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.3M | 37.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.1M | 35.5% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $581K | 6.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $538K | 6.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $406K | 4.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $250K | 2.9% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $209K | 2.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $119K | 1.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $92K | 1.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $89K | 1.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.