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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $117,249 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,519 |
14 funds of $250K or more; 22 lines in all, holding $30.6M of the plan's $30.9M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ascensus Trust Company: Schwab U.S. Large Cap Growth ETF Charles Schwab · Collective trust Index | $7.0M | 23.0% |
| Vanguard Total Bond Market Index Fund Vanguard · ETF Index | $3.1M | 10.0% |
| Vanguard Value ETF Index Vanguard · ETF Index | $2.9M | 9.5% |
| SPDR Index Portfolio Developed World ex-U.S. ETF State Street (SSgA) · ETF Index | $2.7M | 8.9% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $2.5M | 8.2% |
| Vanguard Mid-Cap Index Fund Vanguard · ETF Index | $2.5M | 8.0% |
| Schwab U.S. Small-Cap ETF Charles Schwab · ETF Index | $2.3M | 7.4% |
| iShares 0-5 Year TIPS Bond ETF BlackRock · ETF Index | $1.7M | 5.6% |
| Invesco QQQ Trust Invesco · Collective trust | $1.4M | 4.5% |
| Schwab Short-Term U.S. Treasury ETF Charles Schwab · ETF Index | $1.4M | 4.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.