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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN STATE BANK6 years Service code 21 · EIN 45-0103542 | Bank Trustee | $19,695 |
5 funds of $250K or more; 30 lines in all, holding $7.6M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American State Bank and Trust Company Asbt Aggressive Model Manager not matched · Collective trust | $2.7M | 36.2% |
| Asbt Moderate Model Manager not matched · Mutual fund Possible retail class A | $2.4M | 31.8% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.2M | 16.5% |
| Asbt Conservative Model Manager not matched · Mutual fund Possible retail class A | $420K | 5.6% |
| Asbt Very Conservative Model Mutual Fund Manager not matched · Mutual fund Possible retail class A | $253K | 3.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $247K | 3.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $64K | 0.9% |
| Harbor Capital Appreciation Investment Harbor Capital · Mutual fund Possible retail class A | $51K | 0.7% |
| Vanguard Global Equity Portfolio Vanguard · Mutual fund Possible retail class A | $35K | 0.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund Possible retail class A | $26K | 0.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.