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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 JP MORGAN CHASE TXI-0029 · FORT WORTH, TX 76155 | Advisory (Plan) | $11,200 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,615 |
7 funds of $250K or more; 23 lines in all, holding $5.3M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.4M | 63.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $797K | 14.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $289K | 5.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $207K | 3.9% |
| iShares Russell Small/Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $84K | 1.6% |
| T. Rowe Price All-Cap Opportunities Inv T. Rowe Price · Mutual fund | $78K | 1.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $68K | 1.3% |
| Lord Abbett Developing Growth Fund INC Class R6 Lord Abbett · Mutual fund | $64K | 1.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $54K | 1.0% |
| T. Rowe Price Health Sciences Inv T. Rowe Price · Mutual fund | $54K | 1.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.