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| Provider | Service type | Compensation |
|---|---|---|
NWPS1+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $19,736 |
Filed as: IFP ADVISORS, INC. DBA INDEPENDENT Service code 26 · EIN 59-3331424 | Advisory (Participants) | $19,490 |
BERNARD ROBINSON & COMPANY, LLP1+ years Filed as: BERNARD ROBINSON & COMPANY, L.L.P. Service code 10 · EIN 56-0571159 PO BOX 19608 · GREENSBORO, NC 27419 | Accounting | $15,000 |
9 funds of $250K or more; 16 lines in all, holding $7.7M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.4M | 57.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 21.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 5.6% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $320K | 4.2% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund | $228K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $194K | 2.5% |
| Neuberger Large Cap Value Fund Neuberger Berman · Mutual fund | $147K | 1.9% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $91K | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $53K | 0.7% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $49K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.