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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $124,475 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $118,544 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $12,263 |
23 funds of $250K or more; 13 lines in all, holding $78.4M of the plan's $81.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $59.8M | 76.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.5M | 9.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 2.8% |
| Unallocated investment contract - Transamerica Stable Value Core Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.0M | 2.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.2M | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 1.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.0M | 1.3% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $874K | 1.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $841K | 1.1% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $752K | 1.0% |
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large CAP Value Fund Class R6 | $1.2M |
| DroppedJPMorgan Equity Income Fund | $921K |
| Share class changeVanguard Short-Term Investment-Grade Fund Institutional Shares to Vanguard Short-Term Investment-Grade Fund Admiral Shares | $610K to $752K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.