Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 10 · EIN 39-1141446 | Accounting | $38,893 |
KERBERROSE8 years Service code 10 · EIN 39-1658423 | Accounting | $8,300 |
8 funds of $250K or more; 14 lines in all, holding $8.1M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.8M | 96.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $63K | 0.8% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Mutual fund | $61K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $20K | 0.2% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $18K | 0.2% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $15K | 0.2% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $9K | 0.1% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $8K | 0.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.