Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NFPSI11+ years Service code 26 · EIN 74-2794194 | Advisory (Participants) | $27,569 |
WITHUMSMITH+BROWN, PC4 years Filed as: PATTLLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $3,725 |
19 funds of $250K or more; 26 lines in all, holding $19.3M of the plan's $20.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.0M | 10.4% |
| Stable Value Fund Manager not matched · Insurance contract | $2.0M | 10.2% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $1.9M | 9.7% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $1.3M | 6.7% |
| Principal MidCap R6 Principal · Mutual fund | $1.2M | 6.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.1% |
| American Funds Capital Group · Mutual fund | $1.1M | 5.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $1.1M | 5.5% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $908K | 4.7% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $834K | 4.3% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.