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 |
|---|---|---|
INGHAM & COMPANY10+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $70,048 |
6 funds of $250K or more; 19 lines in all, holding $5.2M of the plan's $5.3M. From the 2024 filing. Recordkeeper: Ingham & Company.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 29.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $618K | 11.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $574K | 11.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $557K | 10.7% |
| Growth Fund I Class American Century · Mutual fund | $535K | 10.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $455K | 8.7% |
| Prudential Total Return Bond Q Prudential (PGIM) · Mutual fund | $202K | 3.9% |
| Wells Fargo Advantage Core Bond R6 Allspring · Mutual fund | $202K | 3.9% |
| Cohen & Steers Global Infrastructure Fund Inc. Class I Cohen & Steers · Mutual fund | $166K | 3.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $139K | 2.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.