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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL ADVISORS LLC3+ years Filed as: FORUSALL, INC. Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $15,615 |
AT RETIREMENT SERVICES, LLC3+ years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Claims processing; Custodial (other t... | $13,719 |
5 funds of $250K or more; 10 lines in all, holding $4.9M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Forusall Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $4.0M | 82.1% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $381K | 7.8% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $165K | 3.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $164K | 3.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $61K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $56K | 1.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 0.3% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $12K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $8K | 0.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.