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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 28 · EIN 41-1812533 | Investment Management | $87,669 |
23 funds of $250K or more; 19 lines in all, holding $77.7M of the plan's $79.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Morley Stable Value Fund Principal · Stable value Stable value | $11.6M | 14.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $8.0M | 10.3% |
| Columbia Contrarian Cor Fd Cl Inst 3 Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $8.0M | 10.3% |
| American Funds EuroPacific A Capital Group · Mutual fund Possible retail class A | $7.7M | 9.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $6.9M | 8.9% |
| Vanguard Small Cap Value Index Fund Vanguard · Mutual fund IndexPossible retail class A | $6.0M | 7.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.4M | 7.0% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $4.4M | 5.6% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $3.7M | 4.8% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $3.7M | 4.7% |
Added 3 funds, dropped 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeColumbia Dividend Income Fund Institutional 3 Class to Columbia Dividend Income Fund Institutional Class | $3.9M to $4.4M |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $2.6M |
| AddedJPMorgan Mid Cap Growth Fund Class R6 | $2.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.