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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 42-1577774 | Other Fees | $82,208 |
14 funds of $250K or more; 41 lines in all, holding $35.0M of the plan's $35.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7.2M | 20.6% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $3.8M | 10.8% |
| Vangrd Wellesley Inc Fnd Adm Vanguard · Mutual fund | $3.5M | 9.9% |
| Vangrd Intl Value Fnd Inv Vanguard · Mutual fund | $3.0M | 8.5% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.8M | 8.1% |
| Apex Guar Fxd Interest Fd Y V2 Manager not matched · Insurance contract | $2.7M | 7.7% |
| AQR Large Cap Defensive Style Fund Class R6 AQR Capital Management · Mutual fund | $2.4M | 6.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 5.8% |
| AB Small Cap Growth Portfolio Class Z AllianceBernstein · Mutual fund | $2.0M | 5.7% |
| Vangrd Divd Apprec Indx Fd Adm Vanguard · Mutual fund Index | $1.9M | 5.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.