Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $16,416 |
1 fund of $250K or more; 20 lines in all, holding $1.1M of the plan's $1.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $351K | 32.3% |
| Fidelity International Index lnstlPrm Fidelity (FMR) · Mutual fund Index | $162K | 14.8% |
| Fidelity US Bond Index lnstl Prem Fidelity (FMR) · Mutual fund Index | $110K | 10.1% |
| Lincoln stable value account (model portfolios) Lincoln Financial · Insurance contract | $93K | 8.5% |
| Fidelity Emerging Markets ldx lnstl Prm Fidelity (FMR) · Mutual fund | $77K | 7.1% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $53K | 4.9% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund | $51K | 4.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $49K | 4.5% |
| Putnam Core Bond Fund R6 Franklin Templeton · Mutual fund | $49K | 4.5% |
| iShares Intl Aggregate Bond BlackRock · ETF Index | $17K | 1.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.