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| Provider | Service type | Compensation |
|---|---|---|
SWBC INVESTMENT ADVISORY SERVICES10+ years Filed as: SWBC INVESTMENT CO Service code 25 · EIN 75-1553739 | Directed Trustee | $28,370 |
ASCENSUS LLC11+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,694 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,605 |
TAG RESOURCES, LLC1 year Filed as: ADMIN GROUP LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $1,509 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $4 |
9 funds of $250K or more; 23 lines in all, holding $9.6M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.4M | 46.0% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 14.7% |
| Ultra Fund R6 Class American Century · Mutual fund | $1.2M | 12.4% |
| Standard Stable Asset Fund Manager not matched · Stable value Stable value | $416K | 4.3% |
| Sterling Capital Equity Income Fund A Class Guardian Capital · Mutual fund Possible retail class A | $344K | 3.6% |
| Nuveen Santa Barbara Dividend Growth I TIAA (Nuveen) · Mutual fund | $234K | 2.4% |
| Nomura Small Cap Growth Fund Class Y Macquarie / Nomura · Mutual fund | $226K | 2.4% |
| First Eagle Overseas Fund Class A First Eagle · Mutual fund Possible retail class A | $206K | 2.1% |
| Nomura Mid Cap Growth Fund Class Y Macquarie / Nomura · Mutual fund | $167K | 1.7% |
| Invesco Developing Markets Fund Class Y Invesco · Mutual fund | $157K | 1.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.