Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,831 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,197 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,921 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,889 |
UNITED OF OMAHA10+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
9 funds of $250K or more; 15 lines in all, holding $9.4M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: SSgA Target Retirement, collective trust, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index Sec Lend II State Street (SSgA) · Collective trust Index | $2.6M | 27.6% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 8 vintages | $2.0M | 20.8% |
| Stable Value Fund Manager not matched · Stable value Stable value | $1.6M | 17.1% |
| State Street Intl Ind Secs Lending IX State Street (SSgA) · Collective trust | $1.0M | 10.9% |
| State Street US Gov/Crt Bd Ind NonLnd C State Street (SSgA) · Collective trust | $881K | 9.4% |
| State Street Russ Sm Cap Ind Secs Lnd II State Street (SSgA) · Collective trust | $367K | 3.9% |
| State Street Emerging Mkt Ind SL II State Street (SSgA) · Collective trust | $340K | 3.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $218K | 2.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $159K | 1.7% |
| State Street S&P Midcap Index Sec Lend XIV State Street (SSgA) · Collective trust Index | $144K | 1.5% |
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.
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.