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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $141,704 |
EPIC ADVISORS, INC.4 years Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Recordk... | $14,742 |
13 funds of $250K or more; 26 lines in all, holding $18.9M of the plan's $21.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $5.1M | 27.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 17.5% |
| Thornburg Ultra Short Income I Thornburg · Other | $1.7M | 9.2% |
| DoubleLine Low Duration Bond Fund DoubleLine · Mutual fund | $1.5M | 8.0% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $1.3M | 6.9% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.2M | 6.1% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $875K | 4.6% |
| New Income Fund Manager not matched · Mutual fund | $835K | 4.4% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $523K | 2.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $475K | 2.5% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.