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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,572 |
NPPG3 years Service code 15 · EIN 22-3349752 | Recordkeeping | $13,393 |
NISIVOCCIA AND CO LLP9 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 | Accounting | $12,006 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $9,159 |
22 funds of $250K or more; 27 lines in all, holding $19.9M of the plan's $30.3M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $6.0M | 29.9% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $2.7M | 13.8% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · ETF Index | $2.1M | 10.6% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $1.2M | 5.8% |
| American Funds Washington Mutual InvR3 Capital Group · Mutual fund | $1.1M | 5.6% |
| Vanguard Prime Money Market Inv Money Market Mutual Vanguard · Money market | $1.1M | 5.5% |
| Vanguard Wellesley Income Fund Investor Shares Vanguard · Mutual fund | $613K | 3.1% |
| NEW Perspective Fund Class R-1 Capital Group · Mutual fund Possible retail class R1 | $573K | 2.9% |
| Invesco Oppy Intl Diversified R6 Invesco · Mutual fund | $517K | 2.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $507K | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.