Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $3,484 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $666 |
4 funds of $250K or more; 34 lines in all, holding $5.5M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $2.2M | 40.1% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $1.4M | 26.0% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $746K | 13.6% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Collective trust | $435K | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $117K | 2.1% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $98K | 1.8% |
| MyCompass Ind Agg 2045 Fd R Manager not matched · Collective trust | $55K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $43K | 0.8% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Separate account | $41K | 0.8% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Separate account | $39K | 0.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.