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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0806844 | Recordkeeping | $54,572 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $27,930 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $17,150 |
Service code 16 · EIN 82-4926179 | Consulting | $12,688 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,682 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $42 |
12 funds of $250K or more; 20 lines in all, holding $22.9M of the plan's $23.2M. From the 2025 filing. Recordkeeper: Ameritas Life Insurance.
Target-date series: Vanguard Target Retirement, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $21.1M | 92.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $630K | 2.8% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $289K | 1.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $217K | 0.9% |
| Personal Choice Total Manager not matched · Other | $192K | 0.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $112K | 0.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $82K | 0.4% |
| MFS International Value R6 MFS (Sun Life) · Mutual fund | $63K | 0.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 0.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $42K | 0.2% |
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 rename.
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.
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.