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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,597 |
CARLSON QUINN10+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $22,012 |
27 funds of $250K or more; 19 lines in all, holding $57.9M of the plan's $71.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $31.3M | 54.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.3M | 14.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 5.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 4.2% |
| Fixed Account - Series Class VI N Manager not matched · Insurance contract | $2.0M | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.3% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $1.2M | 2.1% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.0M | 1.8% |
| MFS Growth Equity Fund CLS N/R MFS (Sun Life) · Mutual fund | $989K | 1.7% |
Added 1 fund. Moved 2 funds from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundT. Rowe Price Retirement 2040 Trust to T. Rowe Price Retirement 2040 Fund | $24.7M to $31.3M |
| Collective trust to mutual fundMFS Growth Equity Fund Cl S to MFS Growth Equity Fund CLS N/R | $801K to $989K |
| AddedFidelity Large Cap Growth Index Fund | $276K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.