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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 1208 LOYOLA DRIVE · LIBERTYVILLE, IL 60048 | Contract Administrator | $27,643 |
THE VANGUARD GROUP, INC.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $26,620 |
EMBREE FINANCIAL GROUP4+ years Service code 27 · EIN 36-3983748 440 NORTH WELLS · CHICAGO, IL 60654 | Advisory (Plan) | $23,788 |
12 funds of $250K or more; 11 lines in all, holding $23.2M of the plan's $24.5M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $21.5M | 92.8% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $706K | 3.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $409K | 1.8% |
| DFA US Small Cap Value I Fund Dimensional · Mutual fund | $240K | 1.0% |
| Goldman Sachs GQG Partners Inst Goldman Sachs · Mutual fund | $236K | 1.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $41K | 0.2% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $21K | <0.1% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $5K | <0.1% |
| Cohen & Steers I Realty Share Fund Cohen & Steers · Mutual fund | $4K | <0.1% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2K | <0.1% |
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.
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.