Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC9 years Service code 37 · EIN 26-2824865 4 ORINDA WAY, STE. 100-B · ORINDA, CA 94563 | Loan Processing | $9,815 |
22 funds of $250K or more; 21 lines in all, holding $33.7M of the plan's $86.8M. From the 2025 filing. Recordkeeper: Wespac Plan Services.
Target-date series: American Funds Target Date, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $10.3M | 30.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $9.9M | 29.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 10.1% |
| Natixis Oakmark Fund Natixis IM · Mutual fund | $1.6M | 4.7% |
| Neuberger Genesis Fund Investor Class Neuberger Berman · Mutual fund | $1.1M | 3.2% |
| JPMorgan Large Capvalue R6 JPMorgan · Mutual fund | $876K | 2.6% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund | $840K | 2.5% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $824K | 2.4% |
| Hood River Small-Cap Growth Fund Hood River · Mutual fund | $687K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $560K | 1.7% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCharles Schwab Value Advantage Fund | $1.1M |
| AddedEupac Fund Class R-6 | $490K |
| ReplacedHighCategory Market Value American Funds Europac GW R6 Mutual Fun to Victory Sycamore Established Value Fund Class I | $339K to $325K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.