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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 16 · EIN 48-0477525 | Consulting | $29,896 |
6 funds of $250K or more; 15 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.3M | 34.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $429K | 11.3% |
| MFS Blended Research International Equity Fund C MFS (Sun Life) · Mutual fund Possible retail class A | $329K | 8.7% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $275K | 7.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $263K | 6.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $248K | 6.5% |
| Vanguard Mid-Cap Index Fund (A) Vanguard · Mutual fund IndexPossible retail class A | $238K | 6.3% |
| Blackrock Lifepath Index Retirement Fund (A) BlackRock · Mutual fund IndexPossible retail class A | $222K | 5.9% |
| Vanguard Small-Cap Growth Index Fund (A) Vanguard · Mutual fund IndexPossible retail class A | $165K | 4.4% |
| Vanguard Value Index Fund (A) Vanguard · Mutual fund IndexPossible retail class A | $142K | 3.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS Blended Research International Equity Fund C | $329K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.