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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,796 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $4,561 |
1 fund of $250K or more; 8 lines in all, holding $1.4M of the plan's $1.4M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: BlackRock LifePath Index, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $1.3M | 93.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $50K | 3.6% |
| iShares Russell 2000 Small-Cap Index Fund BlackRock · ETF Index | $27K | 2.0% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $7K | 0.5% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $4K | 0.3% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $2K | 0.2% |
| DFA Real Estate Securities Portfolio Dimensional · Mutual fund | $2K | 0.1% |
| Nuveen Large Cap Value Index Fund TIAA (Nuveen) · Mutual fund Index | $1K | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.