Filings through .
Filed May 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SWEENEY CONRAD, P.S.3 years Service code 10 · EIN 91-1301672 | Accounting | $38,109 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,262 |
SCS2 years Service code 27 · EIN 71-1004774 | Advisory (Plan) | $13,991 |
8 funds hold $9.4M of the plan's $10.0M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $3.0M | 32.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 20.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 12.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $990K | 10.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $862K | 9.2% |
| Guaranteed Option Manager not matched · Insurance contract | $558K | 5.9% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $558K | 5.9% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $362K | 3.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.