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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $240,013 |
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 27 · EIN 20-4798483 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,331 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,872 |
HUGHES PITTMAN & GUPTON, LLP10+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $23,500 |
25 funds of $250K or more; 18 lines in all, holding $213M of the plan's $220M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $71.5M | 33.6% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $37.2M | 17.5% |
| Blue Chip Fund Institutional Class Principal · Mutual fund | $16.2M | 7.6% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $13.9M | 6.5% |
| Asset Fund Institutional Class Manager not matched · Mutual fund | $10.0M | 4.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $9.2M | 4.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $8.9M | 4.2% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $8.2M | 3.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $6.8M | 3.2% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $6.7M | 3.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.