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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $33,164 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,503 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,965 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $1,082 |
12 funds hold $7.0M of the plan's $9.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $4.7M | 67.5% |
| New Perspective Fund Capital Group · Mutual fund | $697K | 10.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $485K | 7.0% |
| U.S. Large Company Portfolio Dimensional · Mutual fund | $389K | 5.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $331K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 1.6% |
| American Balanced Fund Capital Group · Mutual fund | $103K | 1.5% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $69K | 1.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $53K | 0.8% |
| New World Fund Inc Capital Group · Mutual fund | $14K | 0.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.