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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 93-4086670 145 E PROSPECT AVE., SUITE 202 · DANVILLE, CA 94526 | Other Fees | $19,523 |
8 funds of $250K or more; 20 lines in all, holding $10.0M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages | $4.5M | 45.5% |
| Vanguard Total Stock Market Index Admiral Vanguard · Insurance contract Index | $1.8M | 18.3% |
| JPMorgan US Equity R6 JPMorgan · Insurance contract | $1.1M | 10.9% |
| American Funds The Income Fund of America Class R-6 Capital Group · Insurance contract | $750K | 7.5% |
| American Funds New Perspective R-6 Capital Group · Insurance contract | $223K | 2.2% |
| PIMCO Real Return Fund Ins PIMCO (Allianz) · Insurance contract | $205K | 2.1% |
| American Funds EuroPacific Growth Fund - Class R-6 Capital Group · Insurance contract | $190K | 1.9% |
| Voya Intermediate Bond Fund Class R-6 Voya · Insurance contract | $187K | 1.9% |
| American Funds New World Fund - Class R-6 Capital Group · Insurance contract | $177K | 1.8% |
| Vanguard Small Cap Index Admiral Vanguard · Insurance contract Index | $145K | 1.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds Amcap Fund Class R-6 | $256K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.