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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $21,210 |
3 funds of $250K or more; 16 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.1M | 39.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $336K | 11.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $279K | 9.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $253K | 8.8% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $189K | 6.6% |
| DFA US Large Company I Dimensional · Mutual fund | $174K | 6.1% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $133K | 4.6% |
| DFA International Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $108K | 3.7% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $76K | 2.6% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $60K | 2.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.