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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD E, SUITE 1000 · DRESHER, PA 190251044 | Recordkeeping | $18,729 |
11 funds of $250K or more; 10 lines in all, holding $11.6M of the plan's $11.7M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $10.0M | 86.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 10.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $160K | 1.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $95K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $54K | 0.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $20K | 0.2% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $16K | 0.1% |
| DFA World U.S. Value Portfolio Fund Dimensional · Mutual fund | $7K | <0.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $7K | <0.1% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $7K | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.