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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS6 years Filed as: ASSET STRATEGY ADVISORS LLC Service code 27 · EIN 26-0352654 | Advisory (Plan) | $30,110 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $884 |
13 funds of $250K or more; 14 lines in all, holding $11.4M of the plan's $11.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.6M | 66.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.1M | 9.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 9.0% |
| American Beacon Large Cap Growth Z American Beacon (Resolute) · Other | $645K | 5.6% |
| Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $273K | 2.4% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $272K | 2.4% |
| Behavioral Val R6 Manager not matched · Mutual fund | $98K | 0.9% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $96K | 0.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $87K | 0.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $70K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.