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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $155,126 |
25 funds of $250K or more; 21 lines in all, holding $69.7M of the plan's $72.2M. From the 2024 filing. Recordkeeper: Associated Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $17.4M | 25.0% |
| Conservative Balanced Lifestage Fund Manager not matched · Collective trust | $7.0M | 10.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.6M | 9.4% |
| Growth Lifestage Fund Manager not matched · Collective trust | $5.9M | 8.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $5.5M | 7.9% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $4.7M | 6.8% |
| PIMCO High Yield Fund Institutional PIMCO (Allianz) · Mutual fund | $3.8M | 5.5% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $3.6M | 5.1% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $3.3M | 4.8% |
| Associated Stable Value Fund Manager not matched · Stable value Stable value | $3.3M | 4.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.