Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,284 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,600 |
REDWITZ INC5 years Service code 10 · EIN 33-0850406 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $14 |
15 funds of $250K or more; 18 lines in all, holding $16.0M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $9.5M | 59.6% |
| Growth Fund R6 Class American Century · Mutual fund | $1.6M | 9.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 8.8% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.2M | 7.2% |
| Driehaus Small Cap Growth Fund Institutional Share Class Manager not matched · Mutual fund | $351K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $312K | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $293K | 1.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $230K | 1.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $210K | 1.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $194K | 1.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDriehaus Small Cap Growth Fund Institutional Share Class | $351K |
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.
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.