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| Provider | Service type | Compensation |
|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC4 years Service code 99 · EIN 47-2523848 | Other Fees | $32,747 |
Service code 49 · EIN 22-3349752 | Other Services | $17,300 |
14 funds of $250K or more; 27 lines in all, holding $13.2M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Voya Target Solution, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $2.5M | 18.6% |
| MyCompass Index Moderate 2045 Fund Class R Manager not matched · Mutual fund Possible retail class A | $1.4M | 10.5% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.3M | 10.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $957K | 7.3% |
| MyCompass Index Moderate 2035 Fund Class R Manager not matched · Mutual fund Possible retail class A | $908K | 6.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $766K | 5.8% |
| Voya Fixed Account Voya · Insurance contract | $541K | 4.1% |
| American Funds New Prospective R6 Capital Group · Mutual fund Possible retail class A | $444K | 3.4% |
| MyCompass Index Moderate 2055 Fund Class R Manager not matched · Mutual fund Possible retail class A | $422K | 3.2% |
| DFA International Core Equity Portfolio Insurance Dimensional · Insurance contract | $382K | 2.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.