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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 37 · EIN 74-1625348 | Loan Processing | $136,331 |
23 funds of $250K or more; 47 lines in all, holding $41.0M of the plan's $44.8M. From the 2024 filing. Recordkeeper: Valic Retirement Services.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 8 vintages | $14.9M | 36.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.5M | 15.8% |
| Columbia Balanced Fund (R5) Ameriprise (Columbia Threadneedle) · Mutual fund | $3.2M | 7.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 6.4% |
| Fidelity Overseas Fund Fidelity (FMR) · Mutual fund | $2.0M | 4.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 4.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 4.0% |
| Harbor Funds Harbor Capital · Mutual fund | $1.5M | 3.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 3.4% |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $824K | 2.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.