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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP9 years Service code 15 2813 ROUTE 611, P.O. BOX 531 · TANNERSVILLE, PA 18372 | Recordkeeping | $36,880 |
18 funds of $250K or more; 37 lines in all, holding $20.7M of the plan's $20.8M. From the 2024 filing. Recordkeeper: Northeast Financial Group.
Target-date series: Nuveen Lifecycle, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $3.2M | 15.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 14.3% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $1.9M | 9.1% |
| Vanguard Growth Vanguard · Mutual fund | $1.7M | 8.2% |
| Tiaa Traditional Non Benefit N/R TIAA (Nuveen) · Insurance contract | $1.5M | 7.1% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $1.1M | 5.5% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $1.1M | 5.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $977K | 4.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $733K | 3.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $721K | 3.5% |
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.
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.