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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $79,083 |
USI INSURANCE SERVICES LLC2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $48,331 |
COMPASS 360, LLC2 years Service code 15 · EIN 81-1939215 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Recordkeeping | $6,511 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,913 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
12 funds of $250K or more; 25 lines in all, holding $22.0M of the plan's $22.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $13.4M | 61.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $3.0M | 13.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.4M | 6.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $722K | 3.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $598K | 2.7% |
| Transamerica Stable Value Ascend Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $415K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $360K | 1.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $268K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $235K | 1.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $207K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.