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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.11+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $7,800 |
37 funds of $250K or more; 39 lines in all, holding $44.9M of the plan's $45.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| interest, collateral, par, or maturity value Schwab S&P 500 Index Charles Schwab · Mutual fund Index | $7.9M | 17.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.2M | 13.8% |
| Jhancock Lifestyle Balanced Manager not matched · Mutual fund | $3.4M | 7.5% |
| Oakmark Fund Investor Class Manager not matched · Mutual fund | $3.2M | 7.1% |
| Amcap Fund Capital Group · Mutual fund | $2.7M | 6.1% |
| iShares Core S&P 500 ETF BlackRock · ETF Index | $2.4M | 5.4% |
| Jhancock Lifestyle Aggressive Manager not matched · Mutual fund | $1.9M | 4.1% |
| Jhancock Lifestyle Moderate Manager not matched · Mutual fund | $1.3M | 2.8% |
| Baron Asset Fund Manager not matched · Mutual fund | $1.1M | 2.5% |
| Jhancock Lifestyle Growth Manager not matched · Mutual fund | $1.1M | 2.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.