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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VENTURE VISIONARY PARTNERS Service code 27 · EIN 83-4717882 | Advisory (Plan) | $58,675 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,055 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,777 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $9,439 |
17 funds of $250K or more; 18 lines in all, holding $14.7M of the plan's $15.2M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.9M | 26.5% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $2.1M | 14.0% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 12.0% |
| Pooled separate accounts AB Global Risk Alloc I Manager not matched · Insurance contract | $1.1M | 7.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $892K | 6.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $883K | 6.0% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $832K | 5.7% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $626K | 4.3% |
| Franklin Smid Cap Growth R6 Franklin Templeton · Mutual fund | $585K | 4.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $443K | 3.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.