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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $67,673 |
DUBUQUE BANK & TRUST COMPANY11+ years Filed as: DUBUQUE BANK & TRUST CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $41,586 |
15 funds of $250K or more; 25 lines in all, holding $25.3M of the plan's $26.3M. From the 2024 filing. Recordkeeper: Dubuque Bank & Trust.
Target-date series: Nuveen Lifecycle Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $16.0M | 63.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 9.1% |
| Baird Mid Cap Growth Fund Institutional Baird · Mutual fund | $750K | 3.0% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $579K | 2.3% |
| Invesco Short-Term Investments Trust Government Invesco · Collective trust | $506K | 2.0% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $430K | 1.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $419K | 1.7% |
| Fidelity Advisor Investment Gr Bd Z Fidelity (FMR) · Mutual fund | $387K | 1.5% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $202K | 0.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.