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| Provider | Service type | Compensation |
|---|---|---|
JACKSON FINANCIAL MANAGEMENT2+ years Service code 26 · EIN 33-0791039 | Advisory (Participants) | $23,024 |
4 funds of $250K or more; 18 lines in all, holding $3.2M of the plan's $3.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund | $407K | 12.8% |
| iShares Core US BlackRock · ETF | $334K | 10.5% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $313K | 9.8% |
| DFA US Core Dimensional · Mutual fund | $312K | 9.8% |
| DFA US Dimensional · Mutual fund | $210K | 6.6% |
| Dimensional US High Dimensional · Mutual fund | $208K | 6.5% |
| Ishares MSCI USA BlackRock · ETF | $208K | 6.5% |
| Ishares Gold ETF BlackRock · ETF | $187K | 5.9% |
| Vanguard Ttl Vanguard · Mutual fund | $162K | 5.1% |
| Dimensional Intern Core Dimensional · Mutual fund | $138K | 4.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.