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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA10+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 P.O BOX 3627 · TULSA, OK 741013627 | Recordkeeping | $39,964 |
TCG GROUP HOLDINGS, LLP1 year Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 900 S. CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Recordkeeping | $20,840 |
HUB INTERNATIONAL1 year Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $18,483 |
21 funds hold $22.0M of the plan's $26.8M. From the 2025 filing. Recordkeeper: TCG Group Holdings.
Target-date series: Nuveen Lifecycle Index, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 12 vintages | $13.0M | 59.0% |
| Great Gray CIT III for MetLife Group Annuity Contract No. 25554 CL J Manager not matched · Insurance contract | $1.6M | 7.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.8% |
| ClearBridge International Growth Fund Class IS Franklin Templeton · Mutual fund | $850K | 3.9% |
| Victory Income R6 Victory Capital · Mutual fund | $690K | 3.1% |
| Heritage Fund R6 Class American Century · Mutual fund | $531K | 2.4% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $485K | 2.2% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $447K | 2.0% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $442K | 2.0% |
Added 4 funds, dropped 12 funds, likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| AddedNuveen Lifecycle Index 2055 Trust | $13.0M |
| Droppedpar, or maturity value Cost Value Investments Fidelity 500 Index | $9.1M |
| DroppedVanguard Short-Term Investment-Grade Fund Admiral Shares | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.