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| Provider | Service type | Compensation |
|---|---|---|
HUB INTERNATIONAL3 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 99 · EIN 20-1113894 | Other Fees | $30,000 |
ASCENSUS LLC5+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Other Services | $11,936 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,537 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
15 funds of $250K or more; 16 lines in all, holding $18.3M of the plan's $18.9M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $11.3M | 61.6% |
| Fidelity 500 Index Fund Seperate Account (SA) Fidelity (FMR) · Mutual fund Index | $2.0M | 11.0% |
| Vanguard Investments Growth Index Adm Vanguard · Mutual fund Index | $1.4M | 7.4% |
| Vanguard Investments Vanguard Value Index Adm Vanguard · Mutual fund Index | $758K | 4.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $705K | 3.8% |
| BlackRock LifePath Index Ret Fd K SA BlackRock · Mutual fund Index | $342K | 1.9% |
| Vanguard Investments Vanguard Mid Cap Index Admiral Vanguard · Mutual fund Index | $330K | 1.8% |
| Vanguard Small Cap Index Adm Vanguard · Mutual fund Index | $317K | 1.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $267K | 1.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $184K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.