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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $181,057 |
MAMMINI COMPANY INC.7 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $39,846 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $26,396 |
BROADRIDGE FINANCIAL SOLUTIONS INC10+ years Filed as: MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $25,359 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $20,700 |
SMACNA SAN DIEGO10+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $17,840 |
21 funds of $250K or more; 15 lines in all, holding $61.1M of the plan's $61.7M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
Target-date series: American Funds Target Date, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Moderate Pooled Fund Manager not matched · Collective trust | $22.5M | 36.8% |
| American Funds Target Date Manager not matched · Mutual fund Target-date, 11 vintages | $12.3M | 20.1% |
| Aggressive Pooled Fund Manager not matched · Collective trust | $11.0M | 18.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $5.4M | 8.9% |
| Growth Fund OF America Capital Group · Mutual fund | $3.8M | 6.2% |
| Conservative Pooled Fund Manager not matched · Collective trust | $1.9M | 3.2% |
| American Funds Washington Mutual Capital Group · Mutual fund | $1.1M | 1.9% |
| Principal MidCap Fund Principal · Mutual fund | $796K | 1.3% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $625K | 1.0% |
| Great Gray for MetLife Manager not matched · Insurance contract | $396K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.