Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC6+ years Filed as: FOREST CAPITAL MANAGEMENT. Service code 27 420 W HURON ST · CHICAGO, IL 60654 | Advisory (Plan) | $49,407 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,579 |
15 funds of $250K or more; 13 lines in all, holding $31.1M of the plan's $33.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Fidelity Freedom Index, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $14.5M | 46.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.7M | 31.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 5.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 5.2% |
| American Funds Capital Group · Mutual fund | $1.1M | 3.7% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $697K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $608K | 2.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $521K | 1.7% |
| MFS International MFS (Sun Life) · Mutual fund | $292K | 0.9% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $140K | 0.5% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeNuveen International Equity Index Fund Class I to Nuveen International Equity Index Fund Class R6 | $581K to $697K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.