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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $78,473 |
18 funds of $250K or more; 19 lines in all, holding $15.8M of the plan's $16.4M. From the 2024 filing. Recordkeeper: Associated Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.9M | 31.2% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $2.7M | 16.8% |
| American Funds Capital Group · Mutual fund | $1.7M | 10.6% |
| Associated Manager not matched · Collective trust | $1.4M | 8.9% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 7.2% |
| Eupac Fund Capital Group · Mutual fund | $800K | 5.1% |
| Goldman Sachs Small Cap Value Fund Goldman Sachs · Mutual fund | $680K | 4.3% |
| Small Cap Growth Manager not matched · Other | $630K | 4.0% |
| New World Fund Inc Capital Group · Mutual fund | $504K | 3.2% |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs · Mutual fund | $312K | 2.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.