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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC8 years Service code 72 111 CENTER ST · LITTLE ROCK, AR 72201 | Other investment fees and expenses | $25,713 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $5,494 |
8 funds of $250K or more; 22 lines in all, holding $6.9M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Nova 401(k) Associates.
Target-date series: American Funds Target Date, other, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 11 vintages | $2.2M | 31.9% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Separate account | $1.0M | 15.1% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Separate account | $684K | 10.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $617K | 9.0% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Separate account | $382K | 5.6% |
| Empower Moderately Agg Prfl Instl Empower · Separate account | $314K | 4.6% |
| Equity Income Fund R6 Class American Century · Separate account | $231K | 3.4% |
| NEW World Fund INC Class R-6 Capital Group · Separate account | $202K | 2.9% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Separate account | $201K | 2.9% |
| Pioneer Equity Income Fund: Class K Victory Capital · Separate account | $196K | 2.9% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMassMutual 60/40 Allocation I to Janus Henderson Balanced Fund Class N | $715K to $1.0M |
| DroppedMassMutual 80/20 Allocation I | $346K |
| AddedEmpower Moderately Agg Prfl Instl | $314K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.