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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL WEALTH MANAGEMENT9 years Filed as: CAPTIAL WEALTH MANAGEMENT, INC. Service code 15 · EIN 65-1226333 | Recordkeeping | $35,798 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,917 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
12 funds of $250K or more; 25 lines in all, holding $8.1M of the plan's $8.3M. From the 2024 filing. Recordkeeper: Capital Wealth Management.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.5M | 43.9% |
| AllianceBernstein Large Cap Growth Fund AllianceBernstein · Mutual fund | $751K | 9.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $400K | 4.9% |
| Touchstone Large Cap Focused Fund Institutional Manager not matched · Mutual fund | $399K | 4.9% |
| T. Rowe Price International Value Equity Fund-I Class T. Rowe Price · Mutual fund | $361K | 4.5% |
| Guggenheim Core Bond Fund Institutional Class Guggenheim · Mutual fund | $332K | 4.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $317K | 3.9% |
| MetLife Reliance Stable Value Fund Class I MetLife · Stable value Stable value | $287K | 3.6% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $181K | 2.2% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $157K | 1.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.