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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,195 |
16 funds of $250K or more; 18 lines in all, holding $12.0M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.2M | 26.4% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $1.8M | 15.2% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $1.4M | 11.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $800K | 6.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $633K | 5.3% |
| Voya Voya · Insurance contract Recordkeeper's own fund | $607K | 5.1% |
| Harbor Capital Appreciation Fund Re Harbor Capital · Mutual fund | $591K | 4.9% |
| BlackRock Inflation Protection Bond Portfolio K BlackRock · Mutual fund | $552K | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $521K | 4.3% |
| Calvert US Large Cap Credit Response Index Fund R6 Morgan Stanley · Mutual fund Index | $437K | 3.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.