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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $17,621 |
NATIONWIDE9 years Service code 26 | Advisory (Participants) | $17,621 |
24 funds of $250K or more; 39 lines in all, holding $19.1M of the plan's $19.3M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.7M | 19.3% |
| Large Cap Equity Fund Class Z Manager not matched · Mutual fund | $2.4M | 12.3% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 7.7% |
| Destinations Core Fixed Income Fund Class Z Manager not matched · Mutual fund | $1.4M | 7.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 7.1% |
| International Equity Fund Class Z Manager not matched · Mutual fund | $1.2M | 6.1% |
| Target Retirement Income Fund Manager not matched · Mutual fund | $795K | 4.2% |
| Equity Income Inv Manager not matched · Mutual fund | $788K | 4.1% |
| Dividend Growth Inv Manager not matched · Mutual fund | $769K | 4.0% |
| Columbia Capital Allocation Moderate Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $502K | 2.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.