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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $33,268 |
REMBERT PENDLETON JACKSON4 years Service code 26 1945 OLD GALLOWS ROAD · VIENNA, VA 22182 | Advisory (Participants) | $30,123 |
WEALTH MANAGEMENT, LLC4 years Filed as: WEALTH MANAGEMENT LLC Service code 31 125 S. 4TH STREET · NORFOLK, NE 68701 | Named fiduciary | $12,049 |
17 funds of $250K or more; 20 lines in all, holding $13.8M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.1M | 29.3% |
| DFA US Large Company I Dimensional · Mutual fund | $1.5M | 10.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 9.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $855K | 6.2% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $707K | 5.1% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $661K | 4.8% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $584K | 4.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $577K | 4.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $574K | 4.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.