Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CETERA FINANCIAL GROUP3 years Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $25,883 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $21,174 |
11 funds of $250K or more; 25 lines in all, holding $8.1M of the plan's $8.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 16.6% |
| Borrower, Lessor, or Date, Rate of Interest, Collateral, Par, or Money Market Vanguard Vanguard · Money market Recordkeeper's own fund | $1.3M | 15.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $1.2M | 15.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $876K | 10.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $512K | 6.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $447K | 5.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $433K | 5.3% |
| Nuveen Core Plus Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $376K | 4.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $321K | 3.9% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $281K | 3.5% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.