Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AUREUS ASSET MANAGEMENT11+ years Service code 28 · EIN 20-0238667 ONE WINTHROP SQUARE · BOSTON, MA 02110 | Investment Management | $92,847 |
Filed as: ROBERT W BAIRD & CO., INCORPORATED Service code 27 PO BOX 88499 · PITTSBURGH, PA 15219 | Advisory (Plan) | $56,404 |
URISH POPECK & CO., LLC8 years Service code 10 · EIN 25-1306171 FOUR GATEWAY CENTER · PITTSBURGH, PA 15222 | Accounting | $10,525 |
METRO BENEFITS, INC.3 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURHG, PA 15237 | Contract Administrator | $5,862 |
AMERICAN FUNDS11+ years Filed as: CAPITAL RESEARCH & MANAGEMENT COMP Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,119 |
40 funds of $250K or more; 46 lines in all, holding $51.1M of the plan's $52.2M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $10.5M | 20.6% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $8.7M | 17.0% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $6.3M | 12.4% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $3.0M | 5.9% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 4.6% |
| Fidelity Fidelity (FMR) · Mutual fund | $2.2M | 4.3% |
| Fidelity Worldwide Fund Fidelity (FMR) · Mutual fund | $2.0M | 3.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.9% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 2.9% |
| Fidelity Alphabet Inc Cap Stock Fidelity (FMR) · Mutual fund | $1.1M | 2.1% |
Added 3 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Worldwide Fund | $2.0M |
| ReplacedHighSmallcap World Fund Inc to Apollo Global Mgmt Inc | $1.9M to $279K |
| DroppedFidelity Salesforce com Inc - Stock | $443K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.