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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK4 years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $16,162 |
13 funds of $250K or more; 15 lines in all, holding $20.5M of the plan's $22.4M. From the 2024 filing. Recordkeeper: 1st Source Bank.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $10.4M | 50.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.9M | 14.0% |
| Growth Fund OF America Capital Group · Mutual fund | $1.7M | 8.3% |
| Blackrock 40/60 Target Allocation Fund BlackRock · Mutual fund | $1.1M | 5.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $946K | 4.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $831K | 4.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $764K | 3.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $609K | 3.0% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $524K | 2.6% |
| New World Fund Capital Group · Mutual fund | $232K | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.