Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,428 |
KESTRA FINANCIAL1+ years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $69,049 |
30 funds of $250K or more; 35 lines in all, holding $143M of the plan's $145M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Moderate 2045 Fund Manager not matched · Mutual fund Possible retail class A | $32.3M | 22.6% |
| Moderate 2035 Fund Manager not matched · Mutual fund Possible retail class A | $26.4M | 18.5% |
| Moderate 2055 Fund Manager not matched · Mutual fund Possible retail class A | $22.1M | 15.5% |
| Moderate Retirement Fund Manager not matched · Mutual fund Possible retail class A | $14.1M | 9.9% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $7.4M | 5.2% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund IndexPossible retail class A | $7.2M | 5.0% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $4.5M | 3.2% |
| Moderate 2065 Fund Manager not matched · Mutual fund Possible retail class A | $3.8M | 2.7% |
| Aggressive 2045 Fund Manager not matched · Mutual fund Possible retail class A | $3.6M | 2.6% |
| Aggressive 2055 Fund Manager not matched · Mutual fund Possible retail class A | $3.2M | 2.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.