Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $16,689 |
DELTA CAPITAL MANAGEMENT LLC2 years Filed as: DELTA FINANCIAL INSURANCE Service code 55 579 MAIN ST. · BOSTON, MA 01740 | Other Commissions | $14,235 |
8 funds of $250K or more; 23 lines in all, holding $4.4M of the plan's $4.5M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, other, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 12 vintages | $3.9M | 89.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $121K | 2.8% |
| American Funds American Balance R6 Capital Group · Separate account | $79K | 1.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Separate account | $66K | 1.5% |
| American Funds Growth Portfolio Class R-6 Capital Group · Separate account | $51K | 1.2% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 3 vintages | $35K | 0.8% |
| Janus Hndr Enterprise Fund N Janus Henderson · Separate account | $34K | 0.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Separate account | $28K | 0.6% |
| Fixed Annuity in General Account, Guaranteed Prin Principal · Insurance contract | $8K | 0.2% |
| Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market | $5K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.