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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $50,441 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $12,377 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: SCP RETREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $0 |
24 funds of $250K or more; 27 lines in all, holding $26.2M of the plan's $26.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.4M | 35.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.7M | 10.3% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.6M | 9.8% |
| Voya Fixed Account Voya · Insurance contract | $2.0M | 7.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 6.6% |
| New Perspective Fund Capital Group · Mutual fund | $1.3M | 4.9% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.2M | 4.5% |
| Cost Value Mutual Funds: American Fund Manager not matched · Mutual fund | $816K | 3.1% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $697K | 2.7% |
| American Balanced Fund Capital Group · Mutual fund | $498K | 1.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.