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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $123,135 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $26,404 |
Filed as: LANE GORMAN TRUBITT,LLC Service code 10 · EIN 75-1044330 | Accounting | $21,500 |
SD MAYER & ASSOCIATES1 year Filed as: SD MAYER ASSOCIATES Service code 27 · EIN 46-1171913 | Advisory (Plan) | $9,950 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $8,103 |
16 funds of $250K or more; 17 lines in all, holding $15.7M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $7.1M | 45.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 13.5% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.0M | 12.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.3M | 8.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $735K | 4.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $727K | 4.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $505K | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $378K | 2.4% |
| Vanguard Group Vanguard Int-Tm Bd Index Adm Fd Vanguard · Mutual fund Index | $340K | 2.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $155K | 1.0% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.