Filings through .
Filed June 30, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,887 |
SECOND LINE CAPITAL LLC3 years Service code 16 · EIN 92-3387385 | Consulting | $29,323 |
18 funds hold $13.5M of the plan's $13.6M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.8M | 57.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 10.1% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $626K | 4.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $490K | 3.6% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $486K | 3.6% |
| Vanguard High Dividend Yield Index Fund Admiral Shares Vanguard · Mutual fund Index | $485K | 3.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $477K | 3.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $430K | 3.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $261K | 1.9% |
| Janus Henderson Overseas Fund Class N Janus Henderson · Mutual fund | $261K | 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.