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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM PENSION CONSULTANTS, INC.11+ years Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 12 · EIN 91-1035498 | Participant communication; Recordkeep... | $26,649 |
24 funds of $250K or more; 25 lines in all, holding $154M of the plan's $157M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Sloy Dahl & Holst Aggressive Class 1 Manager not matched · Collective trust | $99.9M | 64.9% |
| Sloy Dahl & Holst Balanced Class 1 Manager not matched · Collective trust | $7.7M | 5.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.6M | 4.3% |
| Sloy Dahl & Holst Growth Class 1 Manager not matched · Collective trust | $6.2M | 4.0% |
| Sloy Dahl & Holst Moderate Class 1 Manager not matched · Collective trust | $5.2M | 3.4% |
| Sloy Dahl & Holst Conservative Class 1 Manager not matched · Collective trust | $3.1M | 2.0% |
| Voya MidCap Opportunities Fund Class I Voya · Mutual fund | $2.5M | 1.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 1.3% |
| Schwab Prime Advantage Money Fund Charles Schwab · Mutual fund | $1.8M | 1.2% |
| Vanguard Financials Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 1.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.