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| Provider | Service type | Compensation |
|---|---|---|
IMA FINANCIAL GROUP2 years Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $71,236 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,432 |
6 funds of $250K or more; 27 lines in all, holding $7.5M of the plan's $7.7M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH Index Moderate 2035 Fund Manager not matched · Collective trust Index | $2.7M | 35.5% |
| flexPATH Index Moderate 2045 Fund Manager not matched · Collective trust Index | $1.3M | 18.0% |
| flexPATH Index Moderate Retirement Fund Manager not matched · Collective trust Index | $1.3M | 16.8% |
| flexPATH Index Moderate 2055 Fund Manager not matched · Collective trust Index | $1.1M | 14.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $274K | 3.7% |
| flexPATH Index Moderate 2065 Fund Manager not matched · Collective trust Index | $250K | 3.3% |
| flexPATH Index Aggression 2055 Fund Manager not matched · Collective trust Index | $106K | 1.4% |
| flexPATH Index Aggression Retirement Fund Manager not matched · Collective trust Index | $86K | 1.1% |
| Large Cap Growth Manager not matched · Collective trust | $82K | 1.1% |
| flexPATH Index Aggression 2035 Fund Manager not matched · Collective trust Index | $49K | 0.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.