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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 13 1818 MARKET ST · PHILADELPHIA, PA 19103 | Contract Administrator | $4,784 |
INNOVIA WEALTH, LLC1 year Service code 27 171 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $0 |
17 funds of $250K or more; 27 lines in all, holding $14.1M of the plan's $17.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $5.9M | 41.5% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $1.6M | 11.3% |
| Pgim Jennison Growth Z Prudential (PGIM) · Other | $1.0M | 7.1% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $699K | 4.9% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $500K | 3.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $442K | 3.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $420K | 3.0% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $380K | 2.7% |
| Morley Stable Value Fund Class 25 - I Principal · Stable value Stable value | $364K | 2.6% |
| U.S. Micro Cap Portfolio - Institutional Class Dimensional · Mutual fund | $320K | 2.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.