Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 33-0785439 1125 SANCTUARY PKWY STE 300 · ALPHARETTA, GA 30009 | Other Services | $133,117 |
18 funds of $250K or more; 20 lines in all, holding $100M of the plan's $102M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $89.3M | 89.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 3.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.2M | 2.2% |
| contract: Voya Fixed Account Voya · Insurance contract | $1.3M | 1.3% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $542K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $463K | 0.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $454K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $381K | 0.4% |
| Vangrd Int-Trm Bd Indx Fd Adm Manager not matched · Other Index | $325K | 0.3% |
| Vangrd Tot Int Stk In F Adm Manager not matched · Other | $291K | 0.3% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedRetirement Fund | $4.0M |
| AddedAmer Fnds New Perspective R6 | $542K |
| AddedPutnam Large CAP Value Fund Class R6 | $454K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.