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| Provider | Service type | Compensation |
|---|---|---|
ALLIANT INSURANCE SERVICES, INC.1+ years Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $61,004 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,845 |
9 funds of $250K or more; 20 lines in all, holding $6.8M of the plan's $25.4M. From the 2025 filing. Recordkeeper: Alliant Insurance Services.
Target-date series: Fidelity Freedom Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FID Free Index 2065 Fidelity (FMR) · Mutual fund Index | $1.5M | 21.9% |
| Putnam Large Cap Growth Class R Collective trust fund Franklin Templeton · Collective trust | $944K | 13.9% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $738K | 10.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $550K | 8.1% |
| Principal Guaranteed Option Principal · Insurance contract | $495K | 7.3% |
| Stable Value Fund Class R1 Manager not matched · Stable value Stable value | $433K | 6.4% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $401K | 5.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $385K | 5.6% |
| International Growth Fund II Class R1 Manager not matched · Collective trust | $331K | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $215K | 3.2% |
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.
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.