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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,627 |
HIGHTOWER ADVISORS LLC1+ years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $1,925 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $880 |
1 fund of $250K or more; 13 lines in all, holding $1.9M of the plan's $1.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $1.4M | 77.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $156K | 8.4% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $61K | 3.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $40K | 2.1% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $37K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $33K | 1.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $31K | 1.7% |
| Nuveen Quant Small Cap Equity Fund Class R6 TIAA (Nuveen) · Mutual fund | $21K | 1.1% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $13K | 0.7% |
| NHanced Semiconductors Inc. 401(k) Plan As of December 31, 2025 a Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $12K | 0.7% |
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.
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.