Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC5 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $159,027 |
HIGH POINT FINANCIAL GROUP, LLC11+ years Service code 27 215 UNION BLVD. · LAKEWOD, CO 80228 | Advisory (Plan) | $50,000 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 | Investment Management | $28,525 |
20 funds of $250K or more; 33 lines in all, holding $40.6M of the plan's $44.7M. From the 2024 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $14.3M | 35.1% |
| iShares Core MSCI Total International Stock ETF BlackRock · ETF Index | $6.5M | 15.9% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $3.7M | 9.2% |
| Vanguard Mega Cap ETF Vanguard · ETF Index | $2.5M | 6.2% |
| Small Cap Value Institutional Manager not matched · Other | $1.7M | 4.2% |
| Causeway International Small Cap Causeway Capital · Other | $1.3M | 3.3% |
| Small Cap Growth Institutional Manager not matched · Other | $1.3M | 3.3% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $1.0M | 2.5% |
| iShares Core 1-5 Year USD Bond ETF BlackRock · ETF Index | $758K | 1.9% |
| Brandywine Global High Yield I Manager not matched · Other | $711K | 1.7% |
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.
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.