Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JSC ADVISORS11+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $27,080 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,020 |
14 funds of $250K or more; 40 lines in all, holding $12.2M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 49.2% |
| iShares 1-3 Year Treasury Bond ETF BlackRock · ETF Index | $1.3M | 10.9% |
| Money Market Fund Vanguard Vanguard · Money market | $850K | 7.0% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $417K | 3.4% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $372K | 3.1% |
| Hartford Hartford Funds · Mutual fund | $357K | 2.9% |
| or Similar Party or Maturity Value Manager not matched · Mutual fund | $257K | 2.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $249K | 2.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $239K | 2.0% |
| Investor Fund Class I Natixis IM · Mutual fund | $238K | 2.0% |
Added 5 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $9.0M |
| AddedVanguard Target Retirement 2050 Fund Investor Shares | $6.0M |
| AddediShares 1-3 Year Treasury Bond ETF | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.