Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,049 |
7 funds of $250K or more; 13 lines in all, holding $5.3M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.3M | 63.1% |
| Fidelity Advisor Equity Growth Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $546K | 10.4% |
| Money market fund Putnam Money Market Trust A Franklin Templeton · Money market | $261K | 4.9% |
| Nomura Small Cap Core Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $242K | 4.6% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $203K | 3.8% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $200K | 3.8% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $170K | 3.2% |
| Pioneer International Equity Fund: Class A Victory Capital · Mutual fund Possible retail class A | $91K | 1.7% |
| American Funds American Balanced R4 Capital Group · Mutual fund | $90K | 1.7% |
| Fidelity Advisor Invmt Grade Bond A Fidelity (FMR) · Mutual fund Possible retail class A | $74K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.