Filings through .
Filed November 28, 2016
Street address, email and phone are on Pro, free for 7 days.
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT11+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 27 · EIN 36-3859937 | Advisory (Plan) | $128,575 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $27,257 |
ASCENSUS LLC8 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 17 · EIN 26-2091417 | Pension Consulting | $450 |
BENNING GROUP, LLC11+ years Service code 10 · EIN 30-0003878 | Accounting | $0 |
15 funds of $250K or more; 23 lines in all, holding $37.7M of the plan's $40.3M. From the 2025 filing. Recordkeeper: Professional Service.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dimensions Group, Fund Inc. DFA Investment DFA U.S. Large Cap Value Portfolio Dimensional · Mutual fund | $5.4M | 14.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 13.8% |
| Fund The Vanguard Group Vanguard Total Bond Market Index Vanguard · Mutual fund Index | $4.0M | 10.7% |
| Govt Obligations Fund Foresight Financial Common Stock Manager not matched · Mutual fund | $3.4M | 8.9% |
| The Vanguard Group Vanguard Small Cap Value Index Vanguard · Mutual fund Index | $3.0M | 7.9% |
| borrower, lessor, or interest, collateral, par, or Manager not matched · Other | $3.0M | 7.9% |
| DFA Intl Hi Relaty Profitability Instl Dimensional · Mutual fund | $2.4M | 6.3% |
| Dimensions Group, Portfolio Inc. Avantis Investors Avantis International Small Cap Manager not matched · Mutual fund | $2.1M | 5.4% |
| U.S. High Relative Profitability Portfolio Dimensional · Mutual fund | $1.9M | 5.1% |
| The Vanguard Vanguard Short-Term Group Inc. Vanguard · Mutual fund | $1.4M | 3.6% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDFA Intl Hi Relaty Profitability Instl | $2.4M |
| AddedU.S. High Relative Profitability Portfolio | $1.9M |
| DroppedDimensions Group, Portfolio Inc. DFA Investment | $1.3M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.