Filings through .
Filed June 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.4 years Service code 15 · EIN 48-0477525 | Recordkeeping | $42,151 |
12 funds of $250K or more; 14 lines in all, holding $10.7M of the plan's $10.7M. From the 2024 filing. Recordkeeper: Intrust Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.0M | 46.7% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.6M | 14.9% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $1.3M | 12.0% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 10.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $721K | 6.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $380K | 3.6% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $268K | 2.5% |
| Federated Hermes Total Return Bond Fund Federated Hermes · Mutual fund | $140K | 1.3% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $116K | 1.1% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $43K | 0.4% |
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.
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.