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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $27,265 |
9 funds of $250K or more; 15 lines in all, holding $6.9M of the plan's $7.0M. From the 2024 filing. Recordkeeper: Bell Bank.
Target-date series: American Funds Target Date, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.1M | 44.3% |
| Moderate Growth Fund Manager not matched · Mutual fund | $1.4M | 19.6% |
| Aggressive Growth Fund Manager not matched · Collective trust | $858K | 12.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $579K | 8.4% |
| Balanced Fund Manager not matched · Mutual fund | $311K | 4.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $240K | 3.5% |
| Federated Capital Preservation Fund R6 Federated Hermes · Stable value Stable value | $177K | 2.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $116K | 1.7% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $76K | 1.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $69K | 1.0% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.