Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,208 |
GOLDMAN SACHS1 year Service code 50 · EIN 13-4019460 | Direct Payment | $125 |
8 funds of $250K or more; 18 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Target, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 13 vintages | $5.0M | 94.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $180K | 3.4% |
| AB US Large Cap Growth CIT (W N/R AllianceBernstein · Collective trust | $27K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $25K | 0.5% |
| Series) Fund Great Gray Trust Company, Putnam Large Cap Value Trust II Franklin Templeton · Collective trust | $18K | 0.3% |
| AB Bond Inflation Strategy I Fund N/R AllianceBernstein · Mutual fund | $11K | 0.2% |
| Fidelity Advisor Investment Grade Fidelity (FMR) · Mutual fund | $10K | 0.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 0.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.1% |
| Allspring Special Mid Cap Value U N/R Allspring · Mutual fund | $6K | 0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.