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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 13-2638166 | Consulting | $92,476 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $82,753 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
27 funds of $250K or more; 21 lines in all, holding $99.3M of the plan's $101M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $69.0M | 69.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.3M | 10.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.6M | 2.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2.6M | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 2.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $2.0M | 2.0% |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares Westwood · Mutual fund | $1.3M | 1.4% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.1M | 1.2% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $1.1M | 1.1% |
Added 3 funds, dropped 2 funds, likely replaced 9 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchPrincipal LifeTime 2050 Fund Institutional Class to American Funds 2050 Target Date Retirement Fund Class R-6 | $58.2M to $69.0M |
| ReplacedHighLargeCap S&P 500 Index Fund Institutional Class to Fidelity 500 Index Fund | $7.9M to $10.3M |
| ReplacedHighColumbia Large Cap Growth A Fund to JPMorgan Large Cap Growth Fund Class R6 | $3.1M to $2.6M |
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.
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.