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| Provider | Service type | Compensation |
|---|---|---|
INNOVATIVE INVESTMENT FIDUCIARIES10+ years Service code 26 · EIN 45-3764090 | Advisory (Participants) | $51,898 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $30,154 |
22 funds hold $30.2M of the plan's $30.5M. From the 2024 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $9.9M | 32.7% |
| Fidelity Growth Discovery Fund Fidelity (FMR) · Mutual fund | $4.2M | 13.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 9.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 6.1% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $1.7M | 5.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $1.3M | 4.2% |
| Guaranteed investment Valic Fio Institutional Manager not matched · Insurance contract | $1.3M | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.7% |
| BNY Mellon Worldwide Growth Fund, Inc. Class A BNY · Mutual fund Possible retail class A | $854K | 2.8% |
| Janus Henderson Balanced Fund Class T Janus Henderson · Mutual fund Possible retail class T | $848K | 2.8% |
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.