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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,730 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,150 |
10 funds of $250K or more; 11 lines in all, holding $17.6M of the plan's $18.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Washington Mutual Investors Fund Capital Group · Mutual fund | $3.9M | 22.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.6M | 20.5% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $2.7M | 15.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.1M | 12.2% |
| Collective Trust Fund KeyBank EB Managed Guaranteed Investment Contract Fund Manager not matched · Insurance contract | $2.0M | 11.3% |
| New Perspective Fund Capital Group · Mutual fund | $1.1M | 6.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $870K | 5.0% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $838K | 4.8% |
| Core Plus Bond Account Class 1 Principal · Mutual fund Recordkeeper's own fund | $356K | 2.0% |
| SmallCap Account Principal · Mutual fund Recordkeeper's own fund | $66K | 0.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.