Filings through .
Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADVANCED BENEFITS CONSULTING1+ years Service code 13 · EIN 38-3659534 | Contract Administrator | $15,136 |
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,612 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
6 funds of $250K or more; 23 lines in all, holding $7.9M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| interest, collateral, par, or Current similar party Manager not matched · Other | $2.0M | 25.1% |
| Great Gray Trust Co. RetirePilot Moderate 2055 R1 Fund Manager not matched · Collective trust | $1.8M | 22.5% |
| Great Gray Trust Co. RetirePilot Moderate 2035 R1 Fund Manager not matched · Collective trust | $1.5M | 18.9% |
| Great Gray Trust Co. RetirePilot Moderate 2045 R1 Fund Manager not matched · Collective trust | $1.2M | 14.6% |
| iShares S&P 500 Index K Fd (Registered Investment Co) BlackRock · ETF Index | $394K | 5.0% |
| Great Gray RetirePilot Mod 2065 Fd R1 (Common/Collective Trust) Manager not matched · Collective trust | $272K | 3.4% |
| Registered Investment Co. Fidelity Large Cap Growth Index Fidelity (FMR) · Mutual fund Index | $191K | 2.4% |
| Great Gray RetirePilot Agg 2055 Fd R1 (Common/Collective Trust) Manager not matched · Collective trust | $149K | 1.9% |
| Great Gray Trust Co. RetirePilot Aggressive 2045 R1 Fund Manager not matched · Collective trust | $119K | 1.5% |
| Schwab US Mid-cap Index Fd (Registered Investment Co) Charles Schwab · Mutual fund Index | $81K | 1.0% |
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.
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.