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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT6 years Service code 49 · EIN 45-1564286 | Other Services | $25,260 |
MUTUAL OF OMAHA1 year Service code 64 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping Fees | $20,060 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $19,099 |
STALKER & ASSOCIATES, INC.6 years Filed as: STALKER & ASSOCIATES, INC Service code 13 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $9,114 |
9 funds of $250K or more; 21 lines in all, holding $9.3M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Mutual OF Omaha.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index Sec Lend II State Street (SSgA) · Mutual fund Index | $3.0M | 32.7% |
| Retirement Right Stable Value I Manager not matched · Insurance contract | $1.5M | 16.0% |
| State Street Intl Ind Secs Lending IX State Street (SSgA) · Collective trust | $1.3M | 14.2% |
| State Street Russ Sm Cap Ind Secs Lnd II State Street (SSgA) · Mutual fund | $510K | 5.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $506K | 5.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $428K | 4.6% |
| Allspring Emerging Markets Equity Fund Class R6 Allspring · Mutual fund | $386K | 4.2% |
| State Street S&P Midcap Index Sec Lend XIV State Street (SSgA) · Mutual fund Index | $372K | 4.0% |
| Nationwide Geneva Small Cap Growth Nationwide · Other | $294K | 3.2% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $227K | 2.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.