Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BRONSON SCHUBERT1 year Service code 22 2601 KELLEY POINTE PKWY · EDMOND, OK 730132997 | Insurance Broker | $43,359 |
ASCENSUS LLC5+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,580 |
4 funds of $250K or more; 11 lines in all, holding $3.1M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: BlackRock LifePath Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 4 vintages | $2.1M | 67.4% |
| iShares S&P 500 Index Fund P 0 BlackRock · ETF Index | $375K | 12.1% |
| Blackrock Summit Cash Reserves Inv A 0 BlackRock · Money market | $247K | 7.9% |
| iShares MSCI EAFE International Index Fu 0 BlackRock · ETF Index | $88K | 2.8% |
| BlackRock 60/40 Target Alloc Inv A 0 BlackRock · Mutual fund | $71K | 2.3% |
| iShares Russell 2000 Small Cap Index Fun 0 BlackRock · ETF Index | $58K | 1.9% |
| BlackRock Advntg Large Cap Core Inv A 0 BlackRock · Mutual fund | $52K | 1.7% |
| Participant's Loan Various Rates and Maturities Manager not matched · Other | $42K | 1.3% |
| BlackRock Advantage Small Cap Core Inv A 0 BlackRock · Mutual fund | $41K | 1.3% |
| BlackRock Advantage International Inv A 0 BlackRock · Mutual fund | $35K | 1.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund P 0 | $375K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.