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| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC11+ years Service code 28 · EIN 62-1605429 | Investment Management | $226,974 |
SVRPC, INC.5 years Service code 15 · EIN 62-6319489 | Recordkeeping | $18,145 |
5 funds of $250K or more; 6 lines in all, holding $15.6M of the plan's $36.2M. From the 2025 filing. Recordkeeper: Svrpc.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Fund Charles Schwab · Mutual fund | $8.4M | 53.9% |
| Bank Sweep Charles Schwab · Mutual fund | $4.3M | 27.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.9M | 12.0% |
| iShares MSCI Japan Value BlackRock · ETF | $532K | 3.4% |
| Ishares MSCI Japan Value Exchange Traded Funds BlackRock · ETF Index | $532K | 3.4% |
| H&R Block Incorp Manager not matched · Other | $8K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.