Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2+ years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $20,331 |
14 funds hold $461K of the plan's $461K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $165K | 35.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 17.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $38K | 8.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 7.9% |
| Lincoln Stable Value Account (model portfolios) Lincoln Financial · Insurance contract | $30K | 6.4% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $23K | 4.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $22K | 4.8% |
| Schwab U.S. Large-Cap Growth Charles Schwab · Mutual fund | $18K | 3.8% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF Index | $14K | 3.0% |
| iShares Core International Aggregate Bond ETF BlackRock · ETF Index | $11K | 2.5% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.