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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $42,319 |
13 funds of $250K or more; 15 lines in all, holding $12.2M of the plan's $12.2M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $7.4M | 60.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 13.4% |
| Bnym Insight Stable Value FD M BNY · Stable value Stable value | $853K | 7.0% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $462K | 3.8% |
| Primecap Odyssey Aggressive Growth Fund Manager not matched · Mutual fund | $429K | 3.5% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Mutual fund | $411K | 3.4% |
| New World Fund (R6) Capital Group · Mutual fund | $227K | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $184K | 1.5% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $136K | 1.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $134K | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.