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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC3+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $9,469 |
13 funds of $250K or more; 25 lines in all, holding $16.8M of the plan's $17.0M. From the 2024 filing. Recordkeeper: Wespac Plan Services.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $5.6M | 33.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.2M | 31.2% |
| JP Morgan Large Cap Growht Fund; Class R-6 JPMorgan · Mutual fund | $771K | 4.6% |
| Goldman Sachs Gqg Prt Intl R6 Goldman Sachs · Mutual fund | $669K | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $643K | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $544K | 3.2% |
| Personal Choice Ret Account Charles Schwab · Mutual fund | $537K | 3.2% |
| Victory Nasdaq-100 Index Fund (Formerly Usaa Nasdaq-100 Index Fund) Victory Nasdaq-100 Index Fund Class R6 Victory Capital · Mutual fund Index | $518K | 3.1% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $410K | 2.4% |
| Charles Schwab Charles Schwab · Mutual fund | $301K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.