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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL ADVISORS LLC5 years Filed as: FORUSALL, INC. Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $6,028 |
AT RETIREMENT SERVICES, LLC5 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Recordke... | $3,352 |
8 funds of $250K or more; 13 lines in all, holding $6.9M of the plan's $7.0M. From the 2024 filing. Recordkeeper: Forusall Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $4.8M | 69.9% |
| Schwab S&P 500 Index Sel Charles Schwab · Mutual fund Index | $936K | 13.6% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $461K | 6.7% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $269K | 3.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $121K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $93K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $74K | 1.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 0.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $37K | 0.5% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $26K | 0.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.