Filings through .
Filed March 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,446 |
DEGRAZIER & ASSOCIATES1+ years Service code 27 6187 CARPINTERIA AVE · CARPINTERIA, CA 93013 | Advisory (Plan) | $5,940 |
10 funds of $250K or more; 21 lines in all, holding $9.8M of the plan's $9.8M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.4M | 86.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $674K | 6.9% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $200K | 2.1% |
| iShares Total U.S. Stock Market Index Fund Class K BlackRock · ETF Index | $149K | 1.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $60K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $39K | 0.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $31K | 0.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 0.3% |
| DFA U.S. Core Equity I I Dimensional · Mutual fund | $26K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.