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| Provider | Service type | Compensation |
|---|---|---|
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 27 12400 COIT ROAD · DALLAS, TX 752512059 | Advisory (Plan) | $31,433 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $17,516 |
11 funds of $250K or more; 18 lines in all, holding $12.4M of the plan's $15.6M. From the 2024 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Individually Directed Accounts Various Manager not matched · Other | $4.6M | 36.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.2M | 17.3% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $1.3M | 10.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 9.5% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $1.2M | 9.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $454K | 3.6% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $418K | 3.4% |
| Cash and cash equivalents: American Funds US Government Money Market R6 Capital Group · Money market | $279K | 2.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $225K | 1.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $208K | 1.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.