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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $71,098 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $36,010 |
21 funds of $250K or more; 22 lines in all, holding $23.6M of the plan's $23.9M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $13.5M | 57.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 9.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.8M | 7.8% |
| Federated Hermes Ttl Return Bd IS Federated Hermes · Other | $920K | 3.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $900K | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $806K | 3.4% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $692K | 2.9% |
| December 31, 2025 Manager not matched · Mutual fund | $468K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $349K | 1.5% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $330K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDecember 31, 2025 | $468K |
| DroppedCost Fair Value Mutual Funds | $349K |
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.
The auditor signed off without reservation. This is the cleanest opinion.