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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 20 EAST THOMAS ROAD SUITE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $8,858 |
2 funds of $250K or more; 7 lines in all, holding $1.0M of the plan's $1.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| VG Mstr Tot Stk Mkt Index Fund Adm Shares Vanguard · Mutual fund Index | $414K | 41.4% |
| VG Tot Int Stc Index Fund Adm Shares Vanguard · Mutual fund Index | $287K | 28.7% |
| VG Tot Bd Mkt Inx Fund Adm Shares Vanguard · Mutual fund Index | $141K | 14.1% |
| Mutual funds VG Real Estate Index Fund Adm Shares Vanguard · Mutual fund Index | $68K | 6.8% |
| VG Tot Int Bd Index Fund Adm Shares Vanguard · Mutual fund Index | $63K | 6.3% |
| Interest Bearing Manager not matched · Money market | $17K | 1.7% |
| VG ST Infl-Pro Sec Index Fund Adm Shares Vanguard · Mutual fund Index | $10K | 1.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.