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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $124,354 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $18,051 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
19 funds of $250K or more; 14 lines in all, holding $35.9M of the plan's $36.8M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $24.0M | 66.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $4.1M | 11.4% |
| Unallocated insurance contracts, at contract value Transamerica Life Ins Co Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.4M | 3.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $982K | 2.7% |
| T. Rowe Price Blue Chip Growth Fund T. Rowe Price · Mutual fund Possible retail class A | $867K | 2.4% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $774K | 2.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund Possible retail class A | $510K | 1.4% |
| MFS Research International Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $481K | 1.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDodge & Cox Income Fund Class X | $510K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.