Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KTRADE Service code 15 · EIN 32-0169227 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $11,178 |
Service code 27 · EIN 20-5122562 2801 LAKESIDE DRIVE · BANNOCKURN, IL 60015 | Advisory (Plan) | $11,149 |
Filed as: RETIREMENT SOLUTIONS ADVISORS Service code 13 · EIN 20-8154051 420 W GRAND AVE · CHICAGO, IL 60054 | Contract Administrator | $965 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Trustee (bank, trust company, or simi... | $0 |
2 funds of $250K or more; 22 lines in all, holding $2.4M of the plan's $2.5M. From the 2025 filing. Recordkeeper: North American Ktrade Alliance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa-Cref Life Index 2035 Inst TIAA (Nuveen) · Mutual fund Index | $343K | 14.2% |
| Tiaa-Cref Life Index 2050 Inst TIAA (Nuveen) · Mutual fund Index | $270K | 11.2% |
| Tiaa-Cref Life Index 2030 Inst TIAA (Nuveen) · Mutual fund Index | $237K | 9.9% |
| Tiaa-Cref Life Index 2040 Inst TIAA (Nuveen) · Mutual fund Index | $236K | 9.8% |
| Tiaa-Cref Life Index 2055 Inst TIAA (Nuveen) · Mutual fund Index | $230K | 9.5% |
| Tiaa-Cref Life Index 2045 Inst TIAA (Nuveen) · Mutual fund Index | $187K | 7.8% |
| Tiaa-Cref Life Index 2025 Inst TIAA (Nuveen) · Mutual fund Index | $182K | 7.6% |
| Tiaa-Cref Life Index 2015 Inst TIAA (Nuveen) · Mutual fund Index | $164K | 6.8% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $161K | 6.7% |
| Tiaa-Cref Life Index 2060 Inst TIAA (Nuveen) · Mutual fund Index | $136K | 5.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.