Filings through .
Filed September 2, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN TRUST COMPANY5 years Service code 13 · EIN 62-0951563 | Contract Administrator | $8,635 |
9 funds of $250K or more; 17 lines in all, holding $13.7M of the plan's $14.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 27.0% |
| The Stand Sta Ast II Manager not matched · Collective trust | $2.6M | 18.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.4M | 17.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 9.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.2M | 8.9% |
| date,rate of interest, collateral, par, or maturity date Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $1.0M | 7.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $544K | 4.0% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $301K | 2.2% |
| Amer Fnds New World Fund R6 Manager not matched · Mutual fund | $284K | 2.1% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $184K | 1.3% |
Added 3 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedThe Stand Sta Ast II | $2.6M |
| Addeddate,rate of interest, collateral, par, or maturity date Amer Fnds Eupac Fund R6 | $1.0M |
| DroppedEupac Fund Class R-6 | $674K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.