Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,883 |
OSAIC WEALTH INC2 years Filed as: OSAIC FINL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $22,750 |
11 funds of $250K or more; 20 lines in all, holding $10.9M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.1M | 74.7% |
| iShares S&P 500 Index Svc 0 BlackRock · ETF Index | $648K | 5.9% |
| Lord Abbett Growth Leaders R4 0 Lord Abbett · Mutual fund | $428K | 3.9% |
| Goldman Sachs Lg Cap Val Insights Instl 0 Goldman Sachs · Mutual fund | $230K | 2.1% |
| MetLife MetLife GAC-25053 CL 25 MetLife · Other | $212K | 1.9% |
| Participant's Loan Various Rates and Maturities Manager not matched · Other | $190K | 1.7% |
| CL) Principal MidCap Fund Inst 0 Principal · Mutual fund | $142K | 1.3% |
| PIMCO StocksPLUS Intl US Dol Hed A 0 PIMCO (Allianz) · Mutual fund | $121K | 1.1% |
| Invesco Intl Small-Mid Company Y 0 Invesco · Mutual fund | $116K | 1.1% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund | $115K | 1.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.