Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $899,256 |
Filed as: PFS INVESTMENTS, INC. Service code 27 1 PRIMERICA PARKWAY · DULUTH, GA 30099 | Advisory (Plan) | $308,049 |
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL, LLC Service code 16 · EIN 27-1124147 | Consulting | $74,386 |
Service code 27 55 MAIN STREET #1103 · POTSDAM, NY 13676 | Advisory (Plan) | $13,631 |
37 funds of $250K or more; 59 lines in all, holding $64.8M of the plan's $75.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $33.2M | 51.2% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $5.1M | 7.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 3.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.8% |
| RNC Center Growth Strategy Manager not matched · Mutual fund | $1.7M | 2.7% |
| Horizon ETF Growth with Risk Assist-P Strategy Manager not matched · ETF Index | $1.6M | 2.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.0% |
| Nuveen Core Plus Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $1.2M | 1.9% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchDimensional 2030 Target Date Retirement Income Fund Institutional Class to PIMCO Realpath Blend 2045 Fund Institutional Class | $3.5M to $3.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.