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| Provider | Service type | Compensation |
|---|---|---|
EPIC ADVISORS, INC.1 year Filed as: EPIC ADVISORS INC Service code 28 · EIN 16-1450952 | Investment Management | $56,127 |
MILESTONE INVESTMENT ADVISORS11+ years Service code 28 · EIN 46-3135826 | Investment Management | $24,355 |
STANG, PAUL D1 year Service code 64 · EIN 83-1239374 | Recordkeeping Fees | $13,800 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $11,025 |
NBT BANK NA1 year Service code 28 · EIN 15-0395735 | Investment Management | $8,180 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $70 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
22 funds hold $20.0M of the plan's $20.7M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 5 vintages | $3.4M | 17.1% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $3.2M | 16.2% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $2.8M | 14.1% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.5M | 12.3% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund | $1.4M | 6.9% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 5.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 5.4% |
| Vanguard Life Strat Consrv Grwth FD I Vanguard · Mutual fund | $1.0M | 5.0% |
| Glenmede Quant US Lrg Cap Gr Eq ADV Mutual Fund Goldman Sachs · Mutual fund | $692K | 3.5% |
| Vanguard Life Strat Growth Fund I Vanguard · Mutual fund | $426K | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.