Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $55,359 |
13 funds of $250K or more; 18 lines in all, holding $11.0M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Associated Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.7M | 61.1% |
| Harbor Capital Appreciation Rtmt Mutual Funds Harbor Capital · Mutual fund Possible retail class A | $1.6M | 14.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $685K | 6.3% |
| America Funds Washington Mutual Invs Fund R6 Capital Group · Mutual fund Possible retail class A | $443K | 4.0% |
| Associated Core Bond Fund Manager not matched · Collective trust | $367K | 3.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $352K | 3.2% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund Possible retail class A | $323K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $250K | 2.3% |
| Money Market Mutual Fund Manager not matched · Money market | $64K | 0.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $47K | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.