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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP INC2 years Filed as: NADLER FINANCIAL GROUP Service code 27 750 ESTATE DR. · DEERFIELD, IL 60015 | Advisory (Plan) | $14,347 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,438 |
5 funds of $250K or more; 10 lines in all, holding $3.2M of the plan's $3.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.8M | 57.8% |
| Large Blend Fund Fidelity (FMR) · Mutual fund | $569K | 18.1% |
| Large Growth Vanguard · Mutual fund | $321K | 10.2% |
| Large Value Vanguard · Mutual fund | $119K | 3.8% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund | $117K | 3.7% |
| Carillon Mid-Cap Growth Raymond James · Other | $68K | 2.2% |
| Vanguard Foreign Large Growth Vanguard · Mutual fund | $58K | 1.8% |
| Columbia Small Value Ameriprise (Columbia Threadneedle) · Mutual fund | $45K | 1.4% |
| Macquarie Diversified Emerging Markets Macquarie / Nomura · Other | $19K | 0.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $13K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.