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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP7+ years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $8,223 |
21 funds of $250K or more; 14 lines in all, holding $39.2M of the plan's $49.4M. From the 2025 filing. Recordkeeper: Alliance Benefit Group.
Target-date series: American Funds Target Date, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $17.6M | 44.8% |
| Reliance Trust Stable Value Fund M Manager not matched · Stable value Stable value | $3.4M | 8.7% |
| American Funds America Mutual Fund Capital Group · Mutual fund | $3.2M | 8.2% |
| Columbia Large Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $3.0M | 7.7% |
| Eupac Fund Capital Group · Mutual fund | $2.8M | 7.1% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $1.9M | 4.9% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.8M | 4.7% |
| American Funds Capital Group · Mutual fund | $1.8M | 4.5% |
| Invesco Developing Markets Fund Invesco · Mutual fund | $730K | 1.9% |
| PIMCO International Bond Fund PIMCO (Allianz) · Mutual fund | $711K | 1.8% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.