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| Provider | Service type | Compensation |
|---|---|---|
HBKS WEALTH ADVISORS5 years Service code 27 · EIN 34-1925728 | Advisory (Plan) | $49,788 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,879 |
15 funds of $250K or more; 14 lines in all, holding $12.6M of the plan's $12.6M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $6.7M | 52.7% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 9.3% |
| Vanguard Equtiy Income Adm Vanguard · Mutual fund | $1.0M | 8.3% |
| Eupac Fund Capital Group · Mutual fund | $833K | 6.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $596K | 4.7% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $442K | 3.5% |
| JPMorgan Emerging Markets Equity Fund JPMorgan · Mutual fund | $410K | 3.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $300K | 2.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $295K | 2.3% |
| Reliance MetLife GAC-25053 Class O MetLife · Collective trust | $284K | 2.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.