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| Provider | Service type | Compensation |
|---|---|---|
REDW WEALTH LLC6 years Filed as: REDW WEALTH FINANCIAL ADVISORS LLC Service code 26 · EIN 85-0467977 | Advisory (Participants) | $115,289 |
SENTINEL BENEFITS GROUP, LLC3 years Service code 15 · EIN 04-3015875 | Recordkeeping | $72,012 |
LOFTIS & LOVATO GROUP6 years Service code 10 · EIN 84-3463346 | Accounting | $21,525 |
17 funds of $250K or more; 13 lines in all, holding $55.4M of the plan's $59.9M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Dimensional US Core Equity Market Portfolio Institutional Class Dimensional · Mutual fund | $17.8M | 32.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $9.6M | 17.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $5.3M | 9.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 8.4% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 6.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 5.7% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $3.0M | 5.4% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.3M | 4.1% |
| U.S. Large Company Portfolio (Instl) Dimensional · Mutual fund | $1.4M | 2.5% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $1.3M | 2.3% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.