Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CHAPEL HILL INVESTMENT ANALYSTS7+ years Service code 26 126 MATHEWS ST · GREENSBURG, PA 15601 | Advisory (Participants) | $54,838 |
ALERUS FINANCIAL, N.A.7+ years Filed as: ALERUS FINANCIAL NA Service code 15 ATTENTION TRUST OPERATIONS · ST PAUL, MN 55164 | Recordkeeping | $13,710 |
KEYSTONE BENEFITS GROUP, INC.7+ years Service code 70 314 OLD ROUTE 30 · GREENSBURG, PA 15601 | Consulting Fees | $6,855 |
15 funds of $250K or more; 27 lines in all, holding $15.5M of the plan's $16.1M. From the 2025 filing. Recordkeeper: Alerus Financial.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $3.1M | 19.9% |
| Vanguard Target Inc Vanguard · Mutual fund | $1.6M | 10.4% |
| Vanguard Information Technolog Vanguard · Mutual fund | $1.3M | 8.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.2M | 7.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.5% |
| Putnam Stable Value Fund: 25Bp Franklin Templeton · Insurance contract | $1.1M | 7.1% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $1.1M | 7.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $852K | 5.5% |
| American Funds Growth Portfolio Class R-5 Capital Group · Mutual fund | $789K | 5.1% |
| _ “Current year” ADP test _ Q Manager not matched · Other | $704K | 4.5% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.