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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES9 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $5,168 |
15 funds of $250K or more; 28 lines in all, holding $11.9M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.6M | 22.2% |
| JPMorgan Large Cap Growth Fund R6 N/R JPMorgan · Separate account | $2.1M | 17.4% |
| Vanguard Total Stock Market Index Fund (R) Vanguard · Mutual fund Index | $1.6M | 13.3% |
| American Century Ultra Fund R6 N/R American Century · Mutual fund | $1.3M | 10.5% |
| Columbia Contrarian Core Fund Y N/R Ameriprise (Columbia Threadneedle) · Mutual fund | $725K | 6.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $484K | 4.1% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R Morgan Stanley · Mutual fund | $433K | 3.6% |
| Guaranteed Income Contract Voya Financial Voya · Insurance contract | $431K | 3.6% |
| American Beacon Small Cap Value N/R American Beacon (Resolute) · Mutual fund | $430K | 3.6% |
| Voya Financial MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $410K | 3.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.