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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 83-3455979 | Contract Administrator | $128,656 |
CETERA ADVISOR NETWORKS LLC5 years Service code 27 575 E. LOCUST AVENUE · FRESNO, CA 937202928 | Advisory (Plan) | $91,017 |
19 funds of $250K or more; 44 lines in all, holding $52.0M of the plan's $52.4M. From the 2024 filing. Recordkeeper: AT Retirement Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.8M | 18.8% |
| Standard Stable Asset Fund II Manager not matched · Insurance contract | $9.8M | 18.8% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $6.7M | 12.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.8M | 9.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.2M | 6.1% |
| Mutual Funds American Funds American Balanced R6 Capital Group · Mutual fund | $2.7M | 5.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 4.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.9% |
| Vanguard Small Cap Growth Index Admiral Mutual fund Vanguard · Mutual fund Index | $1.3M | 2.4% |
| American Funds New World R6 Mutual Fund Capital Group · Mutual fund | $1.2M | 2.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.