Filings through .
Filed March 9, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $51,993 |
FORV/S3 years Service code 10 · EIN 44-0160260 | Accounting | $29,715 |
MERCER10+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $26,935 |
CLEARBROOK INVESTMENT10+ years Service code 28 · EIN 11-3290218 | Investment Management | $12,500 |
19 funds of $250K or more; 18 lines in all, holding $39.4M of the plan's $58.6M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $14.5M | 36.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $9.0M | 22.8% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund | $6.6M | 16.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 6.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $870K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $627K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $577K | 1.5% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $547K | 1.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $491K | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.