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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $83,198 |
26 funds hold $78.0M of the plan's $80.6M. From the 2025 filing. Recordkeeper: Sentry Life Insurance.
Target-date series: American Funds Target Date, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $22.5M | 28.9% |
| Vanguard Large Cap Blend Account III Vanguard · Mutual fund | $11.4M | 14.6% |
| Vanguard Large-Cap Index Fund Vanguard · Mutual fund Index | $11.3M | 14.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $8.3M | 10.6% |
| Vanguard Mid Cap Index Account II Vanguard · Mutual fund Index | $7.3M | 9.3% |
| Large Cap Growth Fund IV T. Rowe Price · Mutual fund | $4.6M | 5.8% |
| Vanguard Balanced Growth Account II Vanguard · Mutual fund | $2.7M | 3.4% |
| Guaranteed Fund Sentry · Insurance contract | $2.2M | 2.8% |
| General Fund Sentry · Mutual fund | $1.7M | 2.2% |
| American Large Cap Blend Account V Capital Group · Mutual fund | $1.4M | 1.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGeneral Fund | $1.7M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.