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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 74-2533381 5400 BOSQUE BLVD STE 600 · WACO, TX 76710 | Contract Administrator | $4,936 |
9 funds of $250K or more; 31 lines in all, holding $7.4M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Decimal.
Target-date series: John Hancock Lifetime Blend, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 12 vintages | $5.9M | 80.6% |
| American Funds 2010 Capital Group · Mutual fund | $386K | 5.2% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $173K | 2.3% |
| American Funds 2065 TD Capital Group · Mutual fund | $168K | 2.3% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $117K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $98K | 1.3% |
| American Funds 2030 TD Capital Group · Mutual fund | $91K | 1.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $77K | 1.0% |
| JPMorgan Smid Cap Fund JPMorgan · Mutual fund | $69K | 0.9% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $39K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2010 | $386K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.