Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,173 |
7 funds hold $833K of the plan's $836K. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $808K | 97.0% |
| Goldman Sachs Financial Square Government Fund Class R6 Shares Goldman Sachs · Money market | $16K | 1.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3K | 0.3% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2K | 0.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 0.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $199 | <0.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2030 Target Date Retirement Fund | $808K |
| DroppedAmerican Funds | $465K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.