Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORTH WORTH, TX 76107 | Accounting | $26,775 |
CALVETTI FERGUSON1 year Service code 10 700 LOUISIANA ST #2500 · HOUSTON, TX 77002 | Accounting | $16,050 |
J HARRIS PROPERTIES, LLC2 years Service code 20 · EIN 27-2940097 18010 BLUE RIDGE SHORES · CYPRESS, TX 77433 | Trustee (individual) | $15,000 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $13,031 |
2 funds hold $9.1M of the plan's $152M. From the 2025 filing. Recordkeeper: Transition Finance Strategies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Company Stock Fund Manager not matched · Mutual fund | $6.7M | 73.1% |
| Certificates of deposit Manager not matched · Other | $2.5M | 26.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCompany Stock Fund | $6.7M |
| DroppedVanguard Cash Reserves Federal Money Market Fund | $3.2M |
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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.