Filings through .
Filed June 22, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,688 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,307 |
NEXTCAPITAL GROUP, INC.5 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $109 |
9 funds of $250K or more; 28 lines in all, holding $8.8M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Wellington Admiral Fund Wellington · Mutual fund | $3.6M | 40.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.1M | 12.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 6.8% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $568K | 6.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $495K | 5.6% |
| Growth Fund R6 Class American Century · Mutual fund | $452K | 5.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $422K | 4.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $411K | 4.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $404K | 4.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $234K | 2.7% |
Added 6 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $5.3M |
| AddedWellington Admiral Fund | $3.6M |
| AddedVanguard Target Retirement 2030 Fund Investor Shares | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.