Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-3844257 | Advisory (Plan) | $11,487 |
Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $10,248 |
1 fund of $250K or more; 17 lines in all, holding $1.7M of the plan's $1.9M. From the 2025 filing. Recordkeeper: Penserv Plan Services.
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.3M | 74.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $327K | 19.2% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $36K | 2.1% |
| American Funds Moderate Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $26K | 1.5% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Mutual fund | $12K | 0.7% |
| JPMorgan Investor Growth Fund Class R6 JPMorgan · Mutual fund | $9K | 0.6% |
| Nuveen Quant Small/Mid Cap Equity Fund Class R6 TIAA (Nuveen) · Mutual fund | $9K | 0.5% |
| American Century One Choice VryCnsrv Inv American Century · Mutual fund | $8K | 0.4% |
| Madison Mid Cap Fund Mid Cap Fund Class R6 Manager not matched · Mutual fund | $6K | 0.4% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $3K | 0.2% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement 2050 Trust to American Funds 2035 Target Date Retirement Fund Class R-6 | $924K to $1.3M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.