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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,625 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,470 |
20 funds of $250K or more; 17 lines in all, holding $34.5M of the plan's $34.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.1M | 40.9% |
| Vanguard Institional Index Fund Vanguard · Mutual fund Index | $6.0M | 17.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.2M | 9.4% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $1.9M | 5.4% |
| Blackrock Advantage International Fund BlackRock · Mutual fund | $1.5M | 4.3% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust | $1.4M | 4.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.2M | 3.4% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable value | $1.2M | 3.4% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 3.3% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $891K | 2.6% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.