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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK7 years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $42,596 |
10 funds of $250K or more; 16 lines in all, holding $10.1M of the plan's $10.2M. From the 2025 filing. Recordkeeper: 1st Source Bank.
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $3.9M | 38.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 25.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $828K | 8.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $762K | 7.6% |
| Blackrock 80/20 Target Allocation Ins BlackRock · Mutual fund | $476K | 4.7% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class I Fidelity (FMR) · Mutual fund | $414K | 4.1% |
| Neuberger Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $285K | 2.8% |
| Fidelity Advisor Small Cap Fund Class I Fidelity (FMR) · Mutual fund | $239K | 2.4% |
| Blackrock 60/40 Target Allocation Institutional BlackRock · Mutual fund | $173K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $115K | 1.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class I | $414K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.