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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,470 |
6 funds of $250K or more; 12 lines in all, holding $6.3M of the plan's $6.4M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 43.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 17.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $857K | 13.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $511K | 8.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $408K | 6.5% |
| iShares Developed Rl Estate Ind BlackRock · ETF Index | $310K | 4.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund | $116K | 1.9% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $107K | 1.7% |
| Investment Value Vanguard High Yield Corp Adm Vanguard · Mutual fund | $94K | 1.5% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.