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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,238 |
Filed as: TWELVE POINTS WEALTH MANAGEMENT LL Service code 27 · EIN 46-5061538 | Advisory (Plan) | $57,472 |
TAWNEY, PLLC8 years Service code 10 · EIN 46-4585449 | Accounting | $15,132 |
23 funds of $250K or more; 19 lines in all, holding $65.4M of the plan's $67.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $34.3M | 52.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.4M | 15.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $6.2M | 9.5% |
| Guaranteed Investment Contract Lincoln Fixed Account Lincoln Financial · Insurance contract | $2.8M | 4.2% |
| TRP Midcap Growth I T. Rowe Price · Other | $2.2M | 3.4% |
| Is R Sm/Md Cap Index K Manager not matched · Other Index | $2.1M | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 2.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.4M | 2.1% |
| PIMCO US I PIMCO (Allianz) · Mutual fund | $1.1M | 1.7% |
| Maturity Value Value Mutual Funds AB Small Manager not matched · Mutual fund | $843K | 1.3% |
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.
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.