Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EAGLE STRATEGIES, LLC1 year Filed as: EAGLE STRATEGIES LLC Service code 15 · EIN 26-1483563 | Recordkeeping | $16,984 |
GLOBALINK SECURITIES, INC7 years Service code 15 · EIN 33-0493552 | Recordkeeping | $11,584 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $645 |
13 funds of $250K or more; 27 lines in all, holding $8.4M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Eagle Strategies.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.8M | 21.2% |
| American Balanced Fund Capital Group · Mutual fund | $1.2M | 14.3% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $729K | 8.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $645K | 7.7% |
| Schwab MarketTrack All Equity Portfolio Charles Schwab · Mutual fund | $599K | 7.1% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $544K | 6.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $440K | 5.2% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $425K | 5.1% |
| Income Fund OF America Capital Group · Mutual fund | $418K | 5.0% |
| Amc Manager not matched · Mutual fund | $258K | 3.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmc | $258K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.