Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FLAHERTY FINANCIAL GROUP6 years Service code 26 · EIN 88-0515852 7300 STATE HWY · MCKINNEY, TX 75070 | Advisory (Participants) | $31,274 |
WEALTHPLUS HOLDINGS1 year Service code 15 · EIN 33-2140485 439 FIRST STREET · GREENPORT, NY 11944 | Recordkeeping | $13,975 |
FIDUCIARY WISE, LLC6 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $5,212 |
7 funds of $250K or more; 13 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Futurebenefits OF America.
Target-date series: Vanguard Target Retirement, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.1M | 93.9% |
| Investment (e) Value Metlife Gac 255 MetLife · Other | $176K | 3.2% |
| Vanguard Total World Stock Index Fund ETF Shares Vanguard · ETF Index | $85K | 1.6% |
| Vanguard Small-Cap Index Fund ETF Shares Vanguard · ETF Index | $15K | 0.3% |
| Fidelity American Balanced Fund R6 Fidelity (FMR) · Mutual fund | $12K | 0.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.2% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $10K | 0.2% |
| Vanguard Information Technology Index Fund ETF Shares Vanguard · ETF Index | $7K | 0.1% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · ETF Index | $6K | 0.1% |
| Vanguard Financials Index Fund ETF Shares Vanguard · ETF Index | $5K | <0.1% |
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 61,314 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.
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.