Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD STE 403 · MELVILLE, NY 11747 | Other Services | $15,934 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 87-3868487 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $634 |
5 funds of $250K or more; 25 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Index Moderate 2045 Fund Manager not matched · Collective trust Index | $2.0M | 34.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $949K | 16.5% |
| MyCompass Index Moderate 2055 Fund Manager not matched · Mutual fund Index | $847K | 14.7% |
| MyCompass Index Moderate 2065 Fund Manager not matched · Mutual fund Index | $703K | 12.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $255K | 4.4% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $243K | 4.2% |
| MyCompass Index Moderate 2035 Fund Manager not matched · Mutual fund Index | $190K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $160K | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $103K | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $84K | 1.5% |
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.
Employer contribution per participant 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.