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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $48,144 |
PW PARTNERS1 year Service code 10 1 EASTON OVAL · COLUMBUS, OH 43219 | Accounting | $12,266 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $5,250 |
11 funds of $250K or more; 19 lines in all, holding $9.0M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.3M | 70.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $807K | 9.0% |
| Invesco Core Bond Fund Class R6 Invesco · Mutual fund | $484K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $299K | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $188K | 2.1% |
| MetLife GAC-25157 Class 0 MetLife · Collective trust | $170K | 1.9% |
| ClearBridge Large Cap Growth Fund Class IS Franklin Templeton · Mutual fund | $169K | 1.9% |
| Vanguard High-Yield Corporate Fund Vanguard · Mutual fund | $162K | 1.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $155K | 1.7% |
| T.Rowe Prive Dividend Growth I Principal · Mutual fund | $95K | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.