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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,206 |
SFC CPAS AND CONSULTANTS1 year Service code 10 200 E FRONT STREET · ARLINGTON, TX 76011 | Accounting | $12,000 |
2 funds of $250K or more; 9 lines in all, holding $1.1M of the plan's $1.1M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Government Money Market A Fund Invesco · Money market | $389K | 35.3% |
| Invesco Discovery Large Cap A Fund Invesco · Mutual fund | $272K | 24.7% |
| Discovery A Fund Invesco · Mutual fund | $122K | 11.1% |
| Main Street A Fund Invesco · Mutual fund | $108K | 9.8% |
| Invesco Short Term Bond A Fund Invesco · Mutual fund | $69K | 6.3% |
| Invesco Global Allocation A Fund Invesco · Mutual fund | $61K | 5.6% |
| Multi-Strategy A Fund Invesco · Mutual fund | $44K | 4.0% |
| Invesco Oppy International Growth A Fund Invesco · Mutual fund | $33K | 3.0% |
| Invesco Global Strategic Income A Fund Invesco · Mutual fund | $2K | 0.2% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.