Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,727 |
10 funds of $250K or more; 17 lines in all, holding $5.6M of the plan's $5.8M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced R2 Capital Group · Mutual fund Possible retail class R2 | $1.0M | 18.5% |
| American Funds Capital Group · Mutual fund Possible retail class R2 | $647K | 11.5% |
| Franklin Growth R Franklin Templeton · Mutual fund | $554K | 9.8% |
| Growth Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $531K | 9.4% |
| Franklin Small-MID CAP Growth Fund Class R Franklin Templeton · Mutual fund | $520K | 9.2% |
| Pioneer Strategic Income R Victory Capital · Other | $323K | 5.7% |
| Franklin Utilities Series R Franklin Templeton · Mutual fund | $314K | 5.6% |
| Franklin Franklin Templeton · Mutual fund | $313K | 5.6% |
| American Funds Capital World G/I R2 Capital Group · Mutual fund Possible retail class R2 | $290K | 5.2% |
| Invesco Money Market R Invesco · Money market | $284K | 5.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.