Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,547 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 39-1897480 | Advisory (Plan) | $22,642 |
Filed as: COMYNS SMITH MCCLEARY & DEAVER Service code 10 · EIN 68-0307221 | Accounting | $15,000 |
13 funds of $250K or more; 21 lines in all, holding $10.4M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.5M | 33.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.2M | 11.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $957K | 9.2% |
| Transamerica Stable Value Beacon Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $844K | 8.1% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $718K | 6.9% |
| New Perspective Fund Capital Group · Mutual fund | $623K | 6.0% |
| Eupac Fund Capital Group · Mutual fund | $518K | 5.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $399K | 3.8% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $307K | 3.0% |
| John Hancock Disciplined Value International Fund John Hancock (Manulife) · Mutual fund | $253K | 2.4% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVictory Sycamore Established Value Fund | $718K |
| AddedJohn Hancock Disciplined Value International Fund | $253K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 6 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.