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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $30,604 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,098 |
15 funds of $250K or more; 18 lines in all, holding $13.0M of the plan's $13.3M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 12.8% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $1.6M | 12.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 9.9% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $1.2M | 9.3% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.1M | 8.6% |
| Blackrock Strg Inc BlackRock · Mutual fund | $946K | 7.3% |
| J Hancock Investment Grade Bond Manager not matched · Mutual fund | $910K | 7.0% |
| Fidelity Inter Index Fund Fidelity (FMR) · Mutual fund Index | $776K | 6.0% |
| JPMorgan Global Bond Opportunities Fund JPMorgan · Mutual fund | $753K | 5.8% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund | $465K | 3.6% |
Added 12 funds, dropped 4 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Retirement 2030 Fund | $6.6M |
| AddedVanguard Value Index Fund Admiral Shares | $1.7M |
| ReplacedHighFidelity Investments VIP Contrafund to Vanguard Growth Index Fund Admiral Shares | $1.1M to $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.