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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,055 |
HUB INTERNATIONAL2 years Filed as: HUB INVESTMENT ADVISORS Service code 27 11516 MIRACLE HILLS DR · OMAHA, NE 68154 | Advisory (Plan) | $16,739 |
7 funds of $250K or more; 18 lines in all, holding $7.1M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: SSgA Target Retirement, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 9 vintages | $5.4M | 75.9% |
| Trust State Street Retirement Right in Retirement State Street (SSgA) · Collective trust | $653K | 9.2% |
| Retirement Right Stable Value Fund Manager not matched · Stable value Stable value | $153K | 2.2% |
| Mfsa International Diversification Fund Manager not matched · Mutual fund | $114K | 1.6% |
| Allspring Emerging Markets Equity Fund Allspring · Mutual fund | $92K | 1.3% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $88K | 1.2% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $83K | 1.2% |
| SSgA S&P Midcap Index State Street (SSgA) · Collective trust Index | $81K | 1.1% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $79K | 1.1% |
| Boston Trust Midcap Boston Trust Walden · Collective trust | $69K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.