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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON2 years Filed as: REHMANN WEALTH Service code 27 · EIN 38-3567911 | Advisory (Plan) | $33,857 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL GROUP Service code 15 · EIN 38-3567911 | Recordkeeping | $14,142 |
NATIONWIDE2 years Service code 15 · EIN 31-4177100 | Recordkeeping | $5,783 |
6 funds of $250K or more; 15 lines in all, holding $3.5M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.0M | 57.9% |
| Winslow Large Cap Growth Class R1 TIAA (Nuveen) · Collective trust | $375K | 10.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $358K | 10.2% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $280K | 8.0% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $173K | 4.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $124K | 3.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $67K | 1.9% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $65K | 1.8% |
| Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class R1 | $13K | 0.4% |
| BlackRock EAFE Equity Index Fund Class 1 BlackRock · Mutual fund Index | $8K | 0.2% |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Motor City Dental Partners, LLC Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
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.