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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
TRUST POINT INC4 years Service code 15 · EIN 39-0415000 | Recordkeeping | $0 |
19 funds of $250K or more; 23 lines in all, holding $47.9M of the plan's $52.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $15.2M | 31.7% |
| Oakmark Intl R6 Natixis IM · Mutual fund | $5.0M | 10.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 10.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.3M | 9.1% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $3.3M | 6.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 4.9% |
| Glenmede Secured Options I Fund Manager not matched · Mutual fund | $1.8M | 3.7% |
| Baird Short-Term Bond Fund Institutional Baird · Mutual fund | $1.6M | 3.3% |
| William Blair Small Cap Value Fund Class R6 William Blair · Mutual fund | $1.5M | 3.0% |
| Arga Emerging Markets Value Fund Manager not matched · Mutual fund | $1.4M | 3.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Inflation-Protected Bond Index Fund | $824K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.