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| Provider | Service type | Compensation |
|---|---|---|
NORTH SKY CAPITAL LLC5 years Filed as: NORTH CAPITAL INC. Service code 26 623 FORT UNION BOULEVARD · MIDVALE, UT 84047 | Advisory (Participants) | $19,490 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $7,439 |
6 funds of $250K or more; 23 lines in all, holding $6.8M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $4.7M | 68.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $722K | 10.5% |
| U.S. Sustainability Core 1 Portfolio Shares Dimensional · Mutual fund | $326K | 4.8% |
| U.S. Core Equity 2 Portfolio - Institutional Class Dimensional · Mutual fund | $203K | 3.0% |
| DFA Intermediate Government Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $171K | 2.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 1.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $84K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 1.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $66K | 1.0% |
| International Sustainability Core 1 Portfolio Shares Dimensional · Mutual fund | $54K | 0.8% |
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.