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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST1+ years Service code 26 · EIN 46-6085363 | Advisory (Participants) | $20,258 |
13 funds of $250K or more; 11 lines in all, holding $5.9M of the plan's $6.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.1M | 53.2% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $562K | 9.5% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $405K | 6.9% |
| Fidelity Equity Growth Fund Fidelity (FMR) · Mutual fund | $404K | 6.9% |
| Federated Hermes Total Return Bond Fund Federated Hermes · Mutual fund | $284K | 4.8% |
| American Mutual Fund Capital Group · Mutual fund | $280K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $262K | 4.5% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $214K | 3.6% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $175K | 3.0% |
| Federated Investors Trust Company Federated Hermes · Stable value Stable value | $112K | 1.9% |
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.
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.