Filings through .
Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,871 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,908 |
16 funds of $250K or more; 19 lines in all, holding $31.0M of the plan's $32.7M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 2 vintages | $12.1M | 39.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $3.7M | 11.9% |
| 2035 Fund Large Cap Growth II Fund Manager not matched · Mutual fund | $2.5M | 8.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $2.3M | 7.5% |
| 2045 Fund Fidelity Advisor International Growth Fidelity (FMR) · Mutual fund | $1.5M | 4.9% |
| 2040 Fund Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.3M | 4.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $1.2M | 3.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.1M | 3.6% |
| 2025 Fund Baird Core Plus Bond Fund Baird · Mutual fund | $957K | 3.1% |
| 2055 Fund American Century Real Estate Fund American Century · Mutual fund | $775K | 2.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPIMCO RealEstateRealReturn Strategy Fund | $664K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.