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| Provider | Service type | Compensation |
|---|---|---|
THOMPSON HINE4 years Filed as: THOMPSON INVESTMENT Service code 26 1255 FOURIER DRIVE, SUITE 200 · MADISON, WI 53717 | Advisory (Participants) | $30,033 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 21 330 SOUTH POPLAR · PIERRE, SD 57501 | Bank Trustee | $7,508 |
TPC QUALIFIED PLANS LLC5 years Service code 15 · EIN 26-2312094 | Recordkeeping | $1,527 |
20 funds of $250K or more; 26 lines in all, holding $16.8M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 16.6% |
| Vanguard Group Vanguard Value Index Adm Fund Vanguard · Mutual fund Index | $2.7M | 16.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $1.4M | 8.3% |
| Vanguard Group Mid Cap Index Admiral Vanguard · Mutual fund Index | $1.1M | 6.2% |
| Vanguard Group Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $918K | 5.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $895K | 5.3% |
| DWS Core Equity Fund Class R6 DWS · Mutual fund | $823K | 4.9% |
| Retirement Fund Class R6 Capital Group · Mutual fund | $811K | 4.8% |
| Vanguard Group Mid Cap Value Index Fund Vanguard · Mutual fund Index | $761K | 4.5% |
| Vanguard Group Vanguard Sm Cap Index Adm Fund Vanguard · Mutual fund Index | $668K | 4.0% |
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighInvesco International Diversified Fund Invesco Advisers to Federated Hermes International Leaders Fund Class R6 Shares | $362K to $480K |
| AddedJanus Henderson Triton Fund Class N | $400K |
| Droppedincluding maturity date: Janus Henderson Investors | $393K |
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 60,908 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.