Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,961 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,430 |
ASCENSUS LLC3 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MD 56401 | Recordkeeping | $1,050 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
4 funds of $250K or more; 7 lines in all, holding $8.4M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets: Investments, at fair value Manager not matched · Mutual fund | $6.0M | 71.4% |
| Pooled Separate Accounts Manager not matched · Separate account | $1.3M | 15.6% |
| Non-benefit responsive contracts Manager not matched · Insurance contract | $562K | 6.7% |
| Additions to net assets attributable to: Contributions: Participant Manager not matched · Other | $355K | 4.2% |
| Employer Manager not matched · Other | $122K | 1.5% |
| Rollover Manager not matched · Other | $47K | 0.6% |
| Fully benefit-responsive investment contracts Manager not matched · Insurance contract | $609 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.