Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9 years Filed as: PENTEGRA TRUST COMPANY Service code 15 · EIN 13-4021417 | Recordkeeping | $58,570 |
16 funds of $250K or more; 19 lines in all, holding $13.8M of the plan's $13.8M. From the 2025 filing. Recordkeeper: Pentegra Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cash surrender value of life insurance contracts Manager not matched · Insurance contract | $2.1M | 15.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $889K | 6.5% |
| DoubleLine Total Return Bond Fund Class R6 DoubleLine · Mutual fund | $870K | 6.3% |
| Loomis Sayles Core Plus Bond Fund Class N Natixis IM · Mutual fund | $850K | 6.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $848K | 6.2% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $833K | 6.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $811K | 5.9% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $776K | 5.6% |
| LSV Value Equity Fund LSV Asset Management · Mutual fund | $746K | 5.4% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Michael J. Wood Pentegra Services, Inc. Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.