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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,724 |
KESTRA FINANCIAL7 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
25 funds of $250K or more; 29 lines in all, holding $102M of the plan's $104M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath+mod 2055 R1 Manager not matched · Collective trust | $11.7M | 11.4% |
| Flexpath+mod 2045 R1 Manager not matched · Collective trust | $11.2M | 10.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.0M | 10.8% |
| Flexpath+mod Ret R1 Manager not matched · Collective trust | $10.8M | 10.5% |
| Flexpath+mod 2035 R1 Manager not matched · Collective trust | $10.6M | 10.3% |
| Ultra Fund R6 Class American Century · Mutual fund | $9.2M | 9.0% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.4M | 8.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $4.5M | 4.4% |
| Mip CL 2 Manager not matched · Collective trust | $4.0M | 3.9% |
| AF Europac Growth R6 Capital Group · Mutual fund | $3.7M | 3.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.