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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $59,633 |
27 funds of $250K or more; 43 lines in all, holding $27.2M of the plan's $28.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Igps-PIMCO Realpath Blend Income CIT PIMCO (Allianz) · Collective trust | $6.4M | 23.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 7.6% |
| Igps-PIMCO Realpath Blend Completion CIT PIMCO (Allianz) · Collective trust | $1.6M | 5.9% |
| Igps-PIMCO Realpath Blend 2040 CIT PIMCO (Allianz) · Collective trust | $1.3M | 4.8% |
| Igps-PIMCO Realpath Blend 2030 CIT PIMCO (Allianz) · Collective trust | $1.3M | 4.6% |
| Eubel Brady & Suttman All Cap Value Manager not matched · Mutual fund | $1.1M | 4.1% |
| PIMCO Realpath Blend 2070 Collective Trust - iGPS PIMCO (Allianz) · Collective trust | $938K | 3.4% |
| Igps-PIMCO Realpath Blend 2065 CIT PIMCO (Allianz) · Collective trust | $934K | 3.4% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $827K | 3.0% |
| Igps-PIMCO Realpath Blend 2035 CIT PIMCO (Allianz) · Collective trust | $804K | 3.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.