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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $4,205 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED PENSION DESIGNS, LLC Service code 13 5450 BRUCE B. DOWNS BLVD - STE 350 · WESLEY CHAPEL, FL 33544 | Contract Administrator | $2,755 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $372 |
8 funds of $250K or more; 25 lines in all, holding $6.1M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.8M | 62.6% |
| Fidelity Magellan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $515K | 8.4% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 2 vintagesRecordkeeper's own fund | $316K | 5.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $250K | 4.1% |
| American Balanced Fund Capital Group · Mutual fund | $222K | 3.6% |
| Bond Fund OF America Capital Group · Mutual fund | $179K | 2.9% |
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $145K | 2.4% |
| Allspring Disciplined U.S. Core Fund Allspring · Mutual fund | $142K | 2.3% |
| Fidelity Equity-Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $135K | 2.2% |
| Fidelity Growth & Income Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $115K | 1.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.