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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $10,160 |
WC ADMINISTRATORS, LLC1 year Service code 13 · EIN 20-1663072 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Contract Administrator | $2,990 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 200 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping Fees | $1,696 |
Service code 99 6504 BRIDGE POINT PKWY, SUITE 450 · AUSTIN, TX 787305097 | Other Fees | $1,270 |
5 funds of $250K or more; 23 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Fidelity Freedom Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $2.4M | 67.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $547K | 15.1% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $102K | 2.8% |
| T. Rowe Price Mid-Cap Growth Fund, Retirement I Class T. Rowe Price · Mutual fund | $79K | 2.2% |
| Janus Henderson Global Technology and Innovation Fund Janus Henderson · Mutual fund | $78K | 2.1% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $72K | 2.0% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $58K | 1.6% |
| Blackrock Health Sciences Opportunities Portfolio Class K BlackRock · Mutual fund | $44K | 1.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $39K | 1.1% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $27K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.