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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Consult... | $131,745 |
INCLINE PENSION CONSULTING3+ years Service code 17 · EIN 83-0899909 | Pension Consulting | $111,447 |
Service code 12 · EIN 93-2789379 | Plan Administrator; Direct payment fr... | $51,029 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $15,505 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $10,430 |
35 funds of $250K or more; 43 lines in all, holding $83.4M of the plan's $84.5M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $22.6M | 27.0% |
| Voya Voya · Mutual fund Recordkeeper's own fund | $12.9M | 15.5% |
| Fixed / GAA Investment Fund Voya · Mutual fund Recordkeeper's own fund | $10.5M | 12.5% |
| Value (e) Mutual Funds: American Fund Manager not matched · Mutual fund | $7.0M | 8.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $4.4M | 5.2% |
| Apex Guaranteed Rate Stable Value Fund I Manager not matched · Insurance contract | $4.2M | 5.0% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $3.3M | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 2.4% |
| Calvert Balanced Fund Class R6 Morgan Stanley · Mutual fund | $1.8M | 2.2% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $1.7M | 2.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedValue (e) Mutual Funds: American Fund | $7.0M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.