Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BUCKINGHAM ASSET MANAGEMENT3 years Filed as: BUCKINGHAM ASSET MANAGEMENT LLC Service code 26 · EIN 90-0751149 8182 MARYLAND AVE. · CLAYTON, MO 63105 | Advisory (Participants) | $19,433 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,398 |
6 funds of $250K or more; 11 lines in all, holding $3.4M of the plan's $3.5M. From the 2025 filing. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| DFA Five-Year Global Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $800K | 23.9% |
| DFA Short-Term Extended Quality Portfolio Institutional Class Shares Dimensional · Mutual fund | $531K | 15.8% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $418K | 12.5% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $378K | 11.3% |
| U.S. Core Equity Fund Dimensional · Mutual fund | $368K | 11.0% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $291K | 8.7% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $204K | 6.1% |
| Emerging Markets Value Portfolio - Institutional Class Dimensional · Mutual fund | $191K | 5.7% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $145K | 4.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $17K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.