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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $75,704 |
9 funds of $250K or more; 17 lines in all, holding $7.3M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Assetmark Retirement Services.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $4.7M | 64.3% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $722K | 9.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $675K | 9.2% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $256K | 3.5% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $206K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $197K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $149K | 2.0% |
| BlackRock Credit Strat Income BlackRock · Mutual fund | $109K | 1.5% |
| Hrtfrd Schrdrs Sm Mid Cap Opp Manager not matched · Other | $89K | 1.2% |
| Dimensional Core Growth Dimensional · Mutual fund | $64K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.