Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL ADVISORS LLC3 years Filed as: FORUSALL, INC. Service code 13 · EIN 46-1803145 809 LAUREL ST., #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $6,260 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Claims processing; Participant loan p... | $3,860 |
3 funds of $250K or more; 14 lines in all, holding $2.1M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Forusall Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.4M | 68.3% |
| Schwab S&P 500 Index Sel Charles Schwab · Mutual fund Index | $281K | 13.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $87K | 4.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $74K | 3.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $73K | 3.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $63K | 3.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $42K | 2.0% |
| Calvert US Midcap Cap Core Rspnb IDX I Morgan Stanley · Mutual fund Index | $35K | 1.6% |
| iShares ESG Aware MSCI USA BlackRock · ETF Index | $13K | 0.6% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2K | 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 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.