Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC4 years Filed as: HARBOUR FINANCIAL Service code 28 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Investment Management | $12,316 |
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $10,239 |
6 funds of $250K or more; 24 lines in all, holding $4.3M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Yourpath 2030 Moderate Fund Capital Group · Mutual fund | $739K | 17.4% |
| American Yourpath 2035 Moderate Fund Capital Group · Mutual fund | $647K | 15.2% |
| American Yourpath 2025 Moderate Fund Capital Group · Mutual fund | $485K | 11.4% |
| Yourpath American Funds 2010 Moderate Capital Group · Mutual fund | $432K | 10.2% |
| Yourpath American Funds 2055 Moderate Capital Group · Mutual fund | $349K | 8.2% |
| Yourpath American Funds 2050 Moderate Capital Group · Mutual fund | $279K | 6.5% |
| Yourpath American Funds 2020 Mod Capital Group · Mutual fund | $245K | 5.7% |
| Yourpath American Funds 2060 Moderate Capital Group · Mutual fund | $237K | 5.6% |
| Yourpath American Funds 2015 Moderate Capital Group · Mutual fund | $234K | 5.5% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $178K | 4.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.