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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT INSURANCE SERVICES Service code 16 · EIN 80-0833114 | Consulting | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,048 |
PISENTI AND BRINKER MANAGEMENT LLC1 year Service code 10 · EIN 33-1665734 | Accounting | $7,000 |
17 funds of $250K or more; 10 lines in all, holding $35.3M of the plan's $36.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $17.9M | 50.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 15.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 10.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 7.7% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $2.1M | 6.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.1% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $788K | 2.2% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $592K | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $492K | 1.4% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $268K | 0.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.