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| Provider | Service type | Compensation |
|---|---|---|
QP CONSULTING10+ years Service code 99 · EIN 47-1771614 | Other Fees | $22,917 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 | Other Services | $6,031 |
Filed as: RETIREMENT PLAN CONCEPTS & SVC INC Service code 49 · EIN 35-2091864 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
12 funds of $250K or more; 14 lines in all, holding $13.4M of the plan's $13.6M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $9.9M | 74.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.2M | 9.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $488K | 3.7% |
| American Funds Nw Prspctv R6 Capital Group · Separate account | $455K | 3.4% |
| American Funds Am Balanced R6 Capital Group · Separate account | $315K | 2.4% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Separate account | $274K | 2.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Separate account | $215K | 1.6% |
| Vangrd Int-Trm Bd Indx Fd Adm Vanguard · Separate account | $213K | 1.6% |
| U.S. Core Equity 2 Portfolio - Institutional Class Dimensional · Separate account | $51K | 0.4% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Separate account | $49K | 0.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.