Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
THE PINNACLE FINANCIAL GROUP3+ years Service code 99 · EIN 90-0950862 | Other Fees | $29,971 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,351 |
UNITED BENEFIT PENSIONS INC.3+ years Service code 49 | Other Services | $2,070 |
Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $764 |
9 funds of $250K or more; 19 lines in all, holding $7.0M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.1M | 59.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $608K | 8.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $479K | 6.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $383K | 5.5% |
| iShares MSCI EAFE Index Fnd K BlackRock · ETF Index | $324K | 4.6% |
| DFA Emerging Markets Pt Ins Dimensional · Mutual fund | $185K | 2.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $177K | 2.5% |
| Voya Fixed Account Voya · Insurance contract | $141K | 2.0% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $108K | 1.5% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $74K | 1.1% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.