Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $33,292 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 27-2037969 | Recordkeeping | $9,812 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $3,593 |
10 funds of $250K or more; 11 lines in all, holding $10.6M of the plan's $12.8M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $8.6M | 81.8% |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price · Mutual fund | $1.0M | 9.8% |
| Schwab Prime Advantage Money Fund Charles Schwab · Mutual fund | $657K | 6.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $70K | 0.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $55K | 0.5% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $36K | 0.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 0.3% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 0.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 0.1% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $7K | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.