Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $40,181 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $15,536 |
8 funds of $250K or more; 15 lines in all, holding $11.5M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Wellington Admiral Fund Wellington · Mutual fund | $6.6M | 57.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.0M | 35.2% |
| Growth Fund R6 Class American Century · Mutual fund | $302K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $137K | 1.2% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $92K | 0.8% |
| Mid Cap Growth R6 Manager not matched · Mutual fund | $71K | 0.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $67K | 0.6% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $55K | 0.5% |
| Fidelity Fidelity (FMR) · Mutual fund | $49K | 0.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $19K | 0.2% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.