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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 27 · EIN 27-0846572 | Advisory (Plan) | $52,603 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $9,355 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
21 funds of $250K or more; 20 lines in all, holding $26.0M of the plan's $26.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $12.8M | 49.4% |
| Insurance Co. General Account Manager not matched · Insurance contract | $5.0M | 19.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 8.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $1.2M | 4.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $500K | 1.9% |
| Macquarie Val Inst Macquarie / Nomura · Other | $496K | 1.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $480K | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $453K | 1.7% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $440K | 1.7% |
| PIMCO Diversified Income Fund Institutional PIMCO (Allianz) · Mutual fund | $385K | 1.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.