Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS4 years Service code 27 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $27,093 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,817 |
16 funds of $250K or more; 17 lines in all, holding $11.7M of the plan's $13.6M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.5M | 12.6% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $1.2M | 10.3% |
| Diamond Hill Large Cap Fund Diamond Hill · Mutual fund | $1.1M | 9.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.1M | 9.7% |
| Vanguard Total Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $992K | 8.5% |
| High Yield Fund Principal · Mutual fund | $861K | 7.4% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $677K | 5.8% |
| NEW World Fund INC Class R-1 Capital Group · Mutual fund | $625K | 5.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $563K | 4.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $539K | 4.6% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Large C AP Growth Index | $1.5M |
| AddedJPMorgan U.S. Equity Fund | $539K |
| DroppedLessor, or Similar Party C ollateral, Par or Maturity Value | $469K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.)
The auditor signed off without reservation. This is the cleanest opinion.