Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $8,492 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Inv... | $2,500 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
14 funds of $250K or more; 17 lines in all, holding $14.4M of the plan's $14.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.3M | 43.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 11.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 11.1% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 10.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $588K | 4.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $527K | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $453K | 3.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $444K | 3.1% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $308K | 2.1% |
| RBC Emerging Mkts Eq I RBC Global Asset Management · Other | $290K | 2.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-6 | $444K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.