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| Provider | Service type | Compensation |
|---|---|---|
CEP CONSULTANTS, INC3 years Filed as: CEP CONSULTANTS, INC. Service code 66 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Insurance mortality and expense charge | $0 |
2 funds of $250K or more; 11 lines in all, holding $7.5M of the plan's $7.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $7.0M | 93.5% |
| N/R Fidelity 500 Index Fund N/R Fidelity (FMR) · Mutual fund Index | $190K | 2.5% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $95K | 1.3% |
| N/R American Funds New Perspective Fund Class R6 Capital Group · Mutual fund | $92K | 1.2% |
| N/R Vanguard Investments Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 0.6% |
| N/R Vanguard International Growth Admiral Fund N/R Vanguard · Mutual fund | $33K | 0.4% |
| N/R Vanguard Investments Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $15K | 0.2% |
| N/R Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $9K | 0.1% |
| N/R Fidelity Mid-Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4K | <0.1% |
| N/R DFA Global Allocation 25/75 Portfolio - Institutional Shares N/R Dimensional · Mutual fund | $2K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.