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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE WEALTH GROUP Service code 99 · EIN 82-2502694 | Other Fees | $50,118 |
LOREN D. STARK COMPANY1 year Service code 49 10101 SOUTHWEST FWY STE 610 · HOUSTON, TX 77074 | Other Services | $24,661 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $374 |
12 funds hold $20.8M of the plan's $28.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Unallocated contract - Guaranteed General account Manager not matched · Insurance contract | $4.7M | 22.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $3.5M | 16.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 16.4% |
| Large Cap Value/Barrow Hanley Fund Perpetual (Barrow Hanley) · Mutual fund | $1.8M | 8.7% |
| Pgim Real Assets Fund Class R6 Prudential (PGIM) · Mutual fund | $1.4M | 6.7% |
| Mid Cap Growth / Artisan Partner Artisan Partners · Other | $1.4M | 6.7% |
| Mid Cap Value / Robeco Boston Partners Boston Partners · Separate account | $1.2M | 5.6% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 5.5% |
| Small Cap Value/Victory Fund Victory Capital · Mutual fund | $854K | 4.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $655K | 3.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.