Filings through .
Filed January 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $51,936 |
WELLTH ADVISORY SERVICES LLC1+ years Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $7,298 |
16 funds of $250K or more; 20 lines in all, holding $24.1M of the plan's $25.6M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: JPMorgan SmartRetirement, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Collective trust Target-date, 10 vintages | $16.6M | 69.1% |
| T. Rowe Price Equity Index 500 I T. Rowe Price · Collective trust Index | $2.1M | 8.7% |
| Columbia Stable Income Admin 0 Ameriprise (Columbia Threadneedle) · Stable value Stable value | $1.1M | 4.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1000K | 4.2% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $742K | 3.1% |
| T. Rowe Price Global Stock I T. Rowe Price · Collective trust | $366K | 1.5% |
| Principal Capital Appreciation Instl Principal · Separate account | $309K | 1.3% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $263K | 1.1% |
| SmallCap S&P 600 Index Fund R-6 Principal · Separate account Index | $221K | 0.9% |
| Undiscovered Mgrs Behavioral Value I Manager not matched · Mutual fund | $200K | 0.8% |
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.
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.