Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL LLC Service code 27 · EIN 85-3439612 | Advisory (Plan) | $73,666 |
Service code 49 | Other Services | $11,847 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 71-0294708 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $0 |
Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $0 |
22 funds hold $26.4M of the plan's $26.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, other, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 13 vintages | $16.6M | 62.8% |
| Vanguard 500 Index Fund Vanguard · Insurance contract Index | $2.0M | 7.4% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $1.5M | 5.8% |
| Voya Fixed Account Voya · Insurance contract | $995K | 3.8% |
| Vanguard Total Stk Mkt Index Vanguard · Insurance contract Index | $884K | 3.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Insurance contract Index | $615K | 2.3% |
| Vanguard Total International Stock Index Fund Vanguard · Insurance contract Index | $499K | 1.9% |
| Invesco Global Fund Invesco · Insurance contract | $446K | 1.7% |
| Voya Retirement Insurance and Annuity Company Capital Group · Insurance contract | $428K | 1.6% |
| Vanguard SmallCap Index Fund Vanguard · Insurance contract Index | $328K | 1.2% |
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.
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.