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| Provider | Service type | Compensation |
|---|---|---|
ELEVATED FINANCIAL GROUP1 year Service code 26 · EIN 33-2197962 | Advisory (Participants) | $97,627 |
AMERITAS LIFE INSURANCE CORP3 years Service code 12 · EIN 47-0098400 | Participant communication; Other serv... | $62,545 |
INVST5 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $32,061 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,342 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
29 funds of $250K or more; 28 lines in all, holding $62.4M of the plan's $62.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $24.7M | 39.5% |
| iShares Russell Top 200 Growth ETF BlackRock · ETF Index | $5.5M | 8.8% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $5.3M | 8.6% |
| Vanguard Value ETF Vanguard · ETF Index | $3.4M | 5.5% |
| iShares MSCI EAFE ETF BlackRock · ETF Index | $3.3M | 5.3% |
| iShares Core International Aggregate Bond ETF BlackRock · ETF Index | $3.0M | 4.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.2M | 3.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 3.2% |
| Schwab U.S. Large-Cap Growth ETF Charles Schwab · ETF IndexRecordkeeper's own fund | $1.8M | 2.9% |
| Schwab Emerging Markets Equity ETF Charles Schwab · ETF IndexRecordkeeper's own fund | $1.7M | 2.8% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Total International Bond Index Fund Investor Shares to iShares Core International Aggregate Bond ETF | $1.3M to $3.0M |
| DroppedVanguard Real Estate Index Fund Investor Shares | $2.0M |
| AddediShares MBS ETF | $822K |
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.