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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-2383285 | Recordkeeping | $18,833 |
3 funds of $250K or more; 18 lines in all, holding $3.8M of the plan's $3.9M. From the 2024 filing. Recordkeeper: Benefit Consultants Group.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Janus Henderson Balanced Fund Class A Janus Henderson · Mutual fund Possible retail class A | $1.3M | 35.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $907K | 23.7% |
| Nationwide S&P 500 Index Fund Class A Nationwide · Mutual fund IndexPossible retail class A | $548K | 14.3% |
| AB Large CAP Growth Fund INC Class K AllianceBernstein · Mutual fund | $373K | 9.8% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $125K | 3.3% |
| Fidelity Advisor Global Equity Income Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $89K | 2.3% |
| Federated Hermes Kaufmann Small Cap Fund Class R Shares Federated Hermes · Mutual fund | $71K | 1.9% |
| Horace Mann Stable Value Solutions Class B Manager not matched · Insurance contract | $63K | 1.6% |
| Blackrock MID CAP Growth Equity Portfolio Class R Shares BlackRock · Mutual fund | $60K | 1.6% |
| American Funds American Mutual Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $51K | 1.3% |
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.