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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES2+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $1,725 |
9 funds of $250K or more; 16 lines in all, holding $9.1M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $6.8M | 74.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $982K | 10.8% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $268K | 2.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $213K | 2.3% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $191K | 2.1% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $142K | 1.6% |
| American American High-Income Trust Capital Group · Collective trust | $120K | 1.3% |
| International Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $100K | 1.1% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $88K | 1.0% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $69K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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.
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.