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| Provider | Service type | Compensation |
|---|---|---|
IMPACT RETIREMENT ADVISORS2 years Filed as: IMPACT RETIREMENT ADVISORS, LLC Service code 27 · EIN 99-1021446 | Advisory (Plan) | $51,028 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $46,820 |
21 funds of $250K or more; 33 lines in all, holding $27.7M of the plan's $27.7M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: Nuveen Lifecycle Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| E-Valuator Growth RMS S Manager not matched · Mutual fund | $5.0M | 18.0% |
| E-Valuator Moderate RMS S Manager not matched · Mutual fund | $4.5M | 16.1% |
| E-Valuator Agg Growth RMS S Manager not matched · Mutual fund | $3.8M | 13.9% |
| date, rate of interest, collateral, par or maturity American Funds Am Balancd R6 Capital Group · Mutual fund | $2.1M | 7.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 6.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 6.9% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 1 vintage | $752K | 2.7% |
| E-Valuator Conserv RMS S Manager not matched · Mutual fund | $658K | 2.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $620K | 2.2% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 2 vintages | $619K | 2.2% |
Added 2 funds, dropped 2 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedNuveen Lifecycle Index 2055 Fund Class R6 | $752K |
| AddedFed Hermes MDT Mid Cap Gr R6 | $605K |
| DroppedFranklin Small-MID CAP Growth Fund Class R6 | $526K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.