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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $34,418 |
Service code 26 · EIN 84-4826575 | Advisory (Participants) | $33,199 |
Service code 12 · EIN 93-2789379 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Other fees; Direct payment from the p... | $7,215 |
13 funds of $250K or more; 28 lines in all, holding $10.7M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: SSgA Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 8 vintages | $4.9M | 45.5% |
| GrowStrong 401k Growth Strategy Common/Collective Trust Manager not matched · Collective trust | $1.9M | 17.5% |
| as GrowStrong 401k Moderate Growth Strategy Common/Collective Trust Manager not matched · Collective trust | $1.3M | 12.2% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $1.2M | 11.3% |
| GrowStrong 401k Moderate Strategy Common/Collective Trust Manager not matched · Collective trust | $502K | 4.7% |
| GrowStrong 401k Mod Conservative Strategy | Common/Collective Trust Manager not matched · Collective trust | $361K | 3.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $173K | 1.6% |
| GrowStrong 401k Conservative Strategy Common/Collective Trust Manager not matched · Collective trust | $152K | 1.4% |
| Vanguard Mid-Cap Value Index ETE Mutual Fund Vanguard · Mutual fund Index | $70K | 0.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $51K | 0.5% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| Addedas GrowStrong 401k Moderate Growth Strategy Common/Collective Trust | $1.3M |
| Droppedba Cexpress GrowStrong 401k Moderate | $964K |
| AddedGrowStrong 401k Mod Conservative Strategy | Common/Collective Trust | $361K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.