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 |
|---|---|---|
LODESTAR WEALTH, LLC2 years Service code 27 · EIN 84-4557908 45 INDUSTRIAL RD · CUMBERLAND, RI 02864 | Advisory (Plan) | $10,974 |
DEFINITI LLC2 years Service code 17 · EIN 85-0833363 3 HOLLAND ST · ERIE, PA 16507 | Pension Consulting | $6,321 |
NATIONWIDE2 years Service code 12 · EIN 31-4177100 | Recordkeeping and information managem... | $36 |
3 funds of $250K or more; 23 lines in all, holding $3.1M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.4M | 77.4% |
| Fidelity Advisor Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $150K | 4.9% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 3.6% |
| MFS Moderate Allocation Fund R4 MFS (Sun Life) · Mutual fund | $58K | 1.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $58K | 1.9% |
| JPMorgan U.S. Equity Fund (R) JPMorgan · Mutual fund | $54K | 1.7% |
| Columbia Dividend Income Inst2 Ameriprise (Columbia Threadneedle) · Mutual fund | $45K | 1.5% |
| MFS Aggressive Growth Allocation Fund R4 MFS (Sun Life) · Mutual fund | $45K | 1.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $24K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.