Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.8 years Service code 64 · EIN 75-1983809 PO BOX 889 · ALLEN, TX 75013 | Recordkeeping Fees | $34,592 |
FIRST FINANCIAL TRUST & ASSET MGMT11+ years Service code 64 · EIN 75-0944023 | Recordkeeping Fees | $12,782 |
5 funds of $250K or more; 17 lines in all, holding $3.8M of the plan's $4.1M. From the 2025 filing. Recordkeeper: Leverage Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| borrower, lessor, of interest, collateral, par Manager not matched · Other | $1.6M | 43.6% |
| BNY Mellow Midcap Index Fund BNY · Mutual fund Index | $449K | 11.9% |
| Schwab Small Cap Index Select Charles Schwab · Mutual fund Index | $419K | 11.1% |
| Schwab International Index Fund Charles Schwab · Mutual fund Index | $391K | 10.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $263K | 7.0% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $134K | 3.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $116K | 3.1% |
| Invesco Oppen Intl Small Mid Co Invesco · Mutual fund | $102K | 2.7% |
| Blackrock Incm Fund BlackRock · Mutual fund | $92K | 2.4% |
| DoubleLine Total Return Bond Fund DoubleLine · Mutual fund | $66K | 1.8% |
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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.