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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,956 |
Filed as: INDIANA TRUST Service code 50 4045 EDISON LAKES PKWY · MISHAWAKA, IN 46545 | Direct Payment | $11,404 |
8 funds of $250K or more; 13 lines in all, holding $28.1M of the plan's $28.1M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund | $18.6M | 66.1% |
| Russell Manager not matched · Other | $2.6M | 9.3% |
| American Beacon American Beacon (Resolute) · Other | $2.3M | 8.2% |
| Federated Federated Hermes · Other | $2.3M | 8.2% |
| Dodge & Cox Dodge & Cox · Mutual fund | $648K | 2.3% |
| PIMCO PIMCO (Allianz) · Mutual fund | $451K | 1.6% |
| Voya Voya · Mutual fund | $422K | 1.5% |
| Principal Principal · Mutual fund | $368K | 1.3% |
| BlackRock BlackRock · Mutual fund | $206K | 0.7% |
| Participant's Loan Account Manager not matched · Other | $128K | 0.5% |
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.
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.