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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC4 years Filed as: THREE BELL CAPITAL, LLC Service code 99 | Other Fees | $25,429 |
THREE BELL CAPITAL LLC9 years Filed as: THREE BELL CAPITAL,LLC Service code 99 · EIN 45-3567626 | Other Fees | $0 |
10 funds of $250K or more; 16 lines in all, holding $8.6M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $6.9M | 79.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $851K | 9.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $331K | 3.8% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $142K | 1.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $69K | 0.8% |
| Fidelity Advisor Intl Cap Appr Z Fidelity (FMR) · Mutual fund | $62K | 0.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 0.6% |
| Vanguard Health Care Index Fund Admiral Shares Vanguard · Mutual fund | $45K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 0.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $38K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
The auditor signed off without reservation. This is the cleanest opinion.