Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 55444 · BOSTON, MA 02205 | Recordkeeping | $36,504 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 P.O. BOX 7501 · FORT MILL, SC 29715 | Advisory (Participants) | $28,882 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $14,611 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY. SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $6,329 |
1 fund of $250K or more; 15 lines in all, holding $17.1M of the plan's $16.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amount carried forward Manager not matched · Other | $15.8M | 92.6% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 3 vintages | $320K | 1.9% |
| Vanguard Explorer Fund Investor Shares Vanguard · Separate account | $150K | 0.9% |
| U.S. Small Cap Portfolio Dimensional · Separate account | $140K | 0.8% |
| Invesco Developing Markets Fund Invesco · Separate account | $136K | 0.8% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Separate account | $132K | 0.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Separate account Index | $96K | 0.6% |
| BlackRock Total Return Fund BlackRock · Separate account | $81K | 0.5% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Separate account Index | $69K | 0.4% |
| Vanguard International Growth Fund Investor Shares Vanguard · Separate account | $43K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.