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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC6 years Filed as: HIGHTOWER ADVISORS, LLC Service code 26 · EIN 36-4500709 | Advisory (Participants) | $41,909 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $30,200 |
BFBA, LLP8 years Service code 10 · EIN 68-0000424 | Accounting | $13,300 |
16 funds of $250K or more; 14 lines in all, holding $13.6M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 44.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.8M | 12.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.0M | 7.4% |
| MetLife Stable Value Fund 2053 MetLife · Stable value Stable value | $957K | 7.1% |
| Pear Tree Quality FD Inst Shares Manager not matched · Mutual fund | $799K | 5.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $612K | 4.5% |
| Hennessy Cornerstone Growth Institutional Manager not matched · Mutual fund | $590K | 4.3% |
| Victory Government Securities Fund (Formerly Usaa Government Securities Fund) Victory Government Securities Fund Class R6 Victory Capital · Mutual fund | $483K | 3.6% |
| Invesco Value Opportunities Fund Class R6 Invesco · Mutual fund | $369K | 2.7% |
| MFS Income Fund R6 MFS (Sun Life) · Mutual fund | $340K | 2.5% |
Added 4 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large CAP Value Fund Class R6 | $1.0M |
| DroppedMadison Division Income Fund | $789K |
| AddedHennessy Cornerstone Growth Institutional | $590K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
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.