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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,276 |
13 funds of $250K or more; 14 lines in all, holding $10.8M of the plan's $19.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $4.6M | 42.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.0M | 18.7% |
| Common/Collective Trust Common/Collective Trust The Goldman Sachs Trust Company Goldman Sachs · Collective trust | $1.6M | 14.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $622K | 5.7% |
| ClearBridge Mid Cap IS Fund Franklin Templeton · Mutual fund | $471K | 4.3% |
| BlackRock Lfpth Ind Rtrmt K Fd BlackRock · Mutual fund | $449K | 4.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $429K | 4.0% |
| Gldmn Sch Sm Cp Eq Ins R6 Fd Goldman Sachs · Mutual fund | $388K | 3.6% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $129K | 1.2% |
| Registered Oppenheimer Inv Dev Mark R6 Fd Invesco · Mutual fund | $51K | 0.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.