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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 18700 N. HAYDEN ROAD · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $31,455 |
3 funds of $250K or more; 7 lines in all, holding $4.1M of the plan's $5.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| DFA Investment Grade Portfolio Institutional Class Shares Dimensional · Mutual fund | $1.5M | 37.6% |
| U.S. Core Equity 2 Portfolio - Institutional Class Dimensional · Mutual fund | $1.5M | 35.9% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $490K | 11.9% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market | $228K | 5.6% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $167K | 4.1% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $167K | 4.1% |
| Federated Hermes Government Reserves Fund Federated Hermes · Mutual fund | $37K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jeffrey P. Thornton, FSA, Ea, Maaa October Three Consulting LLC Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.