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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 36-4799908 150 SOUTH FIFTH ST · MINNEAPOLIS, OH 55402 | Valuation (appraisals, etc.) | $27,218 |
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $15,745 |
1 fund holds $712K of the plan's $120M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds U.S. Government Money Market Fund Capital Group · Money market | $712K | 100.0% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.