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| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC4 years Filed as: TFB ADVISORS Service code 16 4801 W 110TH ST. · OVERLAND PARK, KS 66211 | Consulting | $78,972 |
Service code 15 · EIN 46-5378846 | Recordkeeping | $29,628 |
AMERITAS LIFE INSURANCE CORP9 years Filed as: AMERITAS INVESTMENT CORP Service code 16 · EIN 47-0663374 | Consulting | $0 |
Filed as: MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
24 funds of $250K or more; 20 lines in all, holding $18.1M of the plan's $19.1M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.5M | 36.0% |
| MassMutual Select Blue Chip Growth Fund MassMutual · Mutual fund | $1.4M | 7.8% |
| Nuveen Large Cap Value Index Fund TIAA (Nuveen) · Mutual fund Index | $1.1M | 6.1% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $1.0M | 5.6% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $1.0M | 5.6% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.0M | 5.6% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $929K | 5.1% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $912K | 5.0% |
| New Perspective Fund Capital Group · Mutual fund | $875K | 4.8% |
| Aul Stable Value Account Manager not matched · Insurance contract | $634K | 3.5% |
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.
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.