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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,805 |
HUB INTERNATIONAL2 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $25,168 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,375 |
9 funds of $250K or more; 16 lines in all, holding $7.9M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.5M | 18.9% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $1.3M | 16.1% |
| Vanguard Prime Cap Fund Vanguard · Mutual fund | $1.2M | 15.6% |
| Vanguard International Growth Equity Vanguard · Mutual fund | $749K | 9.4% |
| New Perspective Fund Capital Group · Mutual fund | $470K | 5.9% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $448K | 5.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $435K | 5.5% |
| AB Discovery Value Fund AllianceBernstein · Mutual fund | $325K | 4.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $277K | 3.5% |
| Federated Hermes Small Cap Growth Fund Federated Hermes · Mutual fund | $247K | 3.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Equity Income Fund | $1.5M |
| DroppedFidelity 500 Index Fund | $921K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.