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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,007 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $10,000 |
13 funds of $250K or more; 15 lines in all, holding $9.1M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $3.0M | 32.9% |
| Growth Fund R6 Class American Century · Mutual fund | $1.4M | 15.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $993K | 10.9% |
| Vanguard Funds Wellington · Mutual fund | $938K | 10.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $629K | 6.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $482K | 5.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $469K | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $445K | 4.9% |
| Goldman Sachs Stable Value Instl 1, Cash Equivalents Goldman Sachs · Insurance contract | $415K | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $105K | 1.1% |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.