Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,230 |
19 funds of $250K or more; 28 lines in all, holding $32.0M of the plan's $32.6M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index ETF Vanguard · ETF Index | $5.2M | 16.1% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $4.7M | 14.7% |
| ONE Choice 2050 Portfolio R6 Class American Century · Mutual fund | $3.5M | 10.8% |
| ONE Choice 2035 Portfolio R6 Class American Century · Mutual fund | $2.5M | 7.8% |
| ONE Choice 2055 Portfolio R6 Class American Century · Mutual fund | $2.2M | 7.0% |
| ONE Choice 2040 Portfolio R6 Class American Century · Mutual fund | $2.1M | 6.6% |
| ONE Choice 2030 Portfolio R6 Class American Century · Mutual fund | $2.1M | 6.4% |
| Schwab International Index Select Charles Schwab · Mutual fund Index | $1.1M | 3.6% |
| GG CIT III for Metlife GAC 25554 J MetLife · Collective trust | $1.1M | 3.4% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · ETF Index | $1.1M | 3.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.