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| Provider | Service type | Compensation |
|---|---|---|
BRYSON FINANCIAL1 year Service code 27 2165 E SPRING ST · LONG BEACH, CA 90806 | Advisory (Plan) | $50,683 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $46,189 |
18 funds of $250K or more; 22 lines in all, holding $19.6M of the plan's $20.1M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $12.9M | 65.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $930K | 4.8% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $876K | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $441K | 2.3% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $441K | 2.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $327K | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $285K | 1.5% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $274K | 1.4% |
| Vanguard Short-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund Index | $238K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.