Filings through .
Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,776 |
Filed as: GREENWOOD CAPITAL ASSOCIATES, LLC Service code 27 · EIN 57-1123518 | Advisory (Plan) | $17,899 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
9 funds of $250K or more; 26 lines in all, holding $9.6M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.4M | 76.8% |
| Schwab Government Money Fund Charles Schwab · Mutual fund | $911K | 9.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $613K | 6.4% |
| Dodge & Cox Dodge & Cox · Mutual fund | $177K | 1.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $117K | 1.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $104K | 1.1% |
| Small Cap Focus Fund, Class Z N/R Manager not matched · Mutual fund | $93K | 1.0% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $70K | 0.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $65K | 0.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $24K | 0.2% |
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 signed off without reservation. This is the cleanest opinion.