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| Provider | Service type | Compensation |
|---|---|---|
THE AIMPOINT GROUP5 years Filed as: THE AIMPOINT GROUP, LLC Service code 49 | Other Services | $15,029 |
THE AIMPOINT GROUP5 years Service code 49 3240 OLEANDER WAY · POMPANO BEACH, FL 33062 | Other Services | $0 |
23 funds of $250K or more; 25 lines in all, holding $21.9M of the plan's $24.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $7.9M | 36.3% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $2.7M | 12.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 9.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 8.3% |
| American Funds Capital Group · Mutual fund | $1.4M | 6.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $989K | 4.5% |
| DFA US Targeted VI Port Ins Dimensional · Mutual fund | $929K | 4.2% |
| Mid Cap Value R6 Fund Manager not matched · Mutual fund | $793K | 3.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $472K | 2.2% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $459K | 2.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.