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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $36,918 |
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,363 |
9 funds of $250K or more; 16 lines in all, holding $11.0M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $8.8M | 79.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $949K | 8.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $526K | 4.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $166K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $124K | 1.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $122K | 1.1% |
| Vanguard World Vanguard · Mutual fund | $61K | 0.6% |
| Pgim Jennison Small Company Fund Class R6 Prudential (PGIM) · Mutual fund | $49K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $47K | 0.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $43K | 0.4% |
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.