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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $49,771 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
21 funds of $250K or more; 25 lines in all, holding $22.4M of the plan's $22.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.9M | 44.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.3M | 23.4% |
| AB Large CAP Growth Fund INC Class A AllianceBernstein · Mutual fund Possible retail class A | $939K | 4.2% |
| Carillon Eagle Mid Cap Growth Fund Class I Raymond James · Mutual fund | $820K | 3.7% |
| Fidelity Advisor Large Cap I Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $637K | 2.8% |
| MFG Mid Cap Growth Fund Manager not matched · Mutual fund | $508K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $485K | 2.2% |
| MFS International Value R4 MFS (Sun Life) · Mutual fund | $475K | 2.1% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $456K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $340K | 1.5% |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.