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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $74,520 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,919 |
STOWE & DEGON, LLC5+ years Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$135,542 |
30 funds of $250K or more; 18 lines in all, holding $131M of the plan's $133M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $96.3M | 73.3% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.3M | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.4M | 4.1% |
| Fidelity Managed Income Portfolio Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $4.1M | 3.1% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $2.4M | 1.9% |
| PIF MidCap Blend Fund Manager not matched · Mutual fund | $2.3M | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 1.6% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 1.4% |
| T. Rowe Price Dividend Growth A Fund T. Rowe Price · Mutual fund | $1.3M | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.