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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,737 |
5 funds of $250K or more; 24 lines in all, holding $4.8M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Elite CIT With Vanguard Funds 2055 Vanguard · Collective trust | $1.3M | 26.8% |
| Elite CIT With Vanguard Funds 2045 Vanguard · Collective trust | $1.0M | 20.8% |
| Elite CIT With Vanguard Funds 2050 Vanguard · Collective trust | $471K | 9.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $421K | 8.7% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $267K | 5.5% |
| Elite CIT With Vanguard Funds 2060 Vanguard · Collective trust | $243K | 5.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $192K | 4.0% |
| Elite CIT With Vanguard Funds 2030 Vanguard · Collective trust | $179K | 3.7% |
| Elite CIT With Vanguard Funds 2035 Vanguard · Collective trust | $154K | 3.2% |
| Elite CIT With Vanguard Funds 2040 Vanguard · Collective trust | $136K | 2.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.