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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,318 |
HERMITAGE WEALTH MANAGEMENT7 years Service code 50 3761 WESTERRE PKWY. · RICHMOND, VA 23233 | Direct Payment | $11,125 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH Service code 27 3761 WESTERRE PKWY · RICHMOND, VA 23233 | Advisory (Plan) | $7,780 |
9 funds of $250K or more; 11 lines in all, holding $17.1M of the plan's $17.1M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Capital Group · Mutual fund | $12.0M | 70.2% |
| flexPATH Manager not matched · Other | $1.6M | 9.6% |
| PIMCO PIMCO (Allianz) · Mutual fund | $798K | 4.7% |
| Fidelity Fidelity (FMR) · Mutual fund | $663K | 3.9% |
| EuroPacific Capital Group · Other | $642K | 3.8% |
| Participant's Loan Account Manager not matched · Other | $305K | 1.8% |
| Victory Victory Capital · Mutual fund | $265K | 1.5% |
| Pgim Prudential (PGIM) · Other | $256K | 1.5% |
| Stable Value Fund Manager not matched · Insurance contract | $250K | 1.5% |
| Janus Henderson Janus Henderson · Mutual fund | $250K | 1.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.