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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $40,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,399 |
25 funds of $250K or more; 15 lines in all, holding $159M of the plan's $182M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $66.2M | 41.5% |
| AB Large Cap Growth Z AllianceBernstein · Other | $24.1M | 15.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $23.8M | 14.9% |
| MetLife GAC-25157 Class 0 MetLife · Collective trust | $7.6M | 4.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $6.9M | 4.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.5M | 3.5% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $5.3M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.0M | 3.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.7M | 2.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $2.8M | 1.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.