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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 12921 CANTRELL RD · LITTLE ROCK, AR 72223 | Advisory (Plan) | $44,752 |
CORRELL CO.5 years Filed as: CORRELL CO Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $33,170 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 27 709 LONG POINT RD., SUITE A · MT PLEASANT, SC 29464 | Advisory (Plan) | $23,602 |
PACIFIC LIFE INSURANCE1 year Filed as: PACIFIC LIFE Service code 27 P.O. BOX 2378 · OMAHA, NE 681032378 | Advisory (Plan) | $16,782 |
STEPHENS INC1 year Service code 27 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $15,362 |
Service code 27 · EIN 01-0233346 | Advisory (Plan) | $14,098 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $12,617 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 8099 · SPRINGFIELD, MA 01102 | Advisory (Plan) | $10,532 |
24 funds of $250K or more; 18 lines in all, holding $57.8M of the plan's $61.1M. From the 2024 filing. Recordkeeper: Correll.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Traded Funds, Common Stocks, Corporate And Municipal Bonds, Insurance Annuities, And a Hedge f Manager not matched · Separate account | $20.5M | 35.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $15.6M | 27.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $4.7M | 8.2% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 4.8% |
| Undiscovered Managers Behavioral Value Fund JPMorgan · Mutual fund | $2.3M | 4.1% |
| Growth Institutional Fund Emerald Advisers · Mutual fund | $2.3M | 4.0% |
| Payden Corporate Bond Fund Payden & Rygel · Mutual fund | $2.1M | 3.6% |
| Lazard International Strategic Equity Portfolio Lazard · Mutual fund | $1.2M | 2.1% |
| RBC Emerging Market Equity RBC Global Asset Management · Other | $1.1M | 1.9% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 1.9% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.