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| Provider | Service type | Compensation |
|---|---|---|
EP WEALTH ADVISORS LLC5 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $41,734 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Investment advisory (plan); Direct pa... | $26,084 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $1,998 |
11 funds of $250K or more; 27 lines in all, holding $9.5M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.2M | 55.2% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $887K | 9.4% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $642K | 6.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $630K | 6.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $622K | 6.6% |
| Vanguard LifeStrat Consrv Growth (Inv) Vanguard · Mutual fund | $295K | 3.1% |
| T. Rowe Price Large-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $144K | 1.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $142K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $117K | 1.2% |
| Harding Loevner Intl Equity Port (Inv) Affiliated Managers Group · Other | $94K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.