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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVENUE · NEW YORK, NY 10017 | Contract Administrator | $38,450 |
4 funds hold $799K of the plan's $799K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $795K | 99.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3K | 0.4% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $724 | <0.1% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund Index | $452 | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.