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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE · NEW YORK, NY 10017 | Contract Administrator | $62,288 |
1 fund of $250K or more; 13 lines in all, holding $1.5M of the plan's $1.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $858K | 56.1% |
| e) Party in Manager not matched · Other | $344K | 22.5% |
| Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class R1 | $91K | 5.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $64K | 4.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $60K | 3.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $51K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 1.8% |
| Putnam Small Cap Growth CL R Franklin Templeton · Collective trust | $22K | 1.4% |
| Franklin Small Cap Value GG Trust CIT R Franklin Templeton · Collective trust | $5K | 0.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 0.2% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.