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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,573 |
CWM LLC3 years Filed as: CWM, LLC Service code 26 · EIN 27-4011107 | Advisory (Participants) | $48,875 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $20,275 |
21 funds of $250K or more; 13 lines in all, holding $60.1M of the plan's $61.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $49.6M | 82.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.6M | 4.3% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.3M | 3.9% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $1.9M | 3.1% |
| JPMorgan U.S. Research Enhan Equity R6 JPMorgan · Mutual fund | $670K | 1.1% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $634K | 1.1% |
| Janus Henderson Global Research Fund Class N Janus Henderson · Mutual fund | $495K | 0.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $468K | 0.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $433K | 0.7% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $375K | 0.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.