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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,247 |
KATHMERE CAPITAL MANAGEMENT5 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $9,858 |
Filed as: MERIDIAN WEALTH PARTNERS Service code 27 · EIN 81-5475391 | Advisory (Plan) | $3,308 |
5 funds of $250K or more; 11 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: JPMorgan SmartRetirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $3.0M | 79.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $178K | 4.7% |
| MetLife MetLife GAC-25053 Class 0 MetLife · Other | $142K | 3.7% |
| Alger Capital Appreciation Z 0 Manager not matched · Other | $138K | 3.6% |
| Carillon Eagle Mid Cap Growth R6 0 Raymond James · Mutual fund | $127K | 3.3% |
| Carillon Eagle Small Cap Growth R6 0 Raymond James · Mutual fund | $108K | 2.8% |
| Participant's Loan Various Rates and Maturities Manager not matched · Other | $65K | 1.7% |
| Cantor Fitzgerald Commodity Return Str I 0 Manager not matched · Other | $16K | 0.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $8K | 0.2% |
| Attachment to 2025 Form Manager not matched · Other | $6K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.