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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 20-8903071 | Consulting | $144,402 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $65,007 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $45,203 |
15 funds of $250K or more; 17 lines in all, holding $37.3M of the plan's $45.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $9.9M | 26.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 19.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $4.4M | 11.7% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $3.4M | 9.1% |
| Nuveen Social Choice Bd TIAA (Nuveen) · Mutual fund | $2.8M | 7.4% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.3% |
| MassMutual MassMtl Infl-Prot and Inc I MassMutual · Mutual fund | $1.2M | 3.1% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
The auditor signed off without reservation. This is the cleanest opinion.