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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $41,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,467 |
18 funds of $250K or more; 19 lines in all, holding $30.6M of the plan's $32.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Putnam Retirement Advantage, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 8 vintages | $14.7M | 48.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 15.0% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $2.2M | 7.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 6.9% |
| Great Gray Stable Value Fund Fee Class R1 Manager not matched · Stable value Stable value | $1.2M | 3.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.4% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $897K | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $823K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $711K | 2.3% |
| Great Gray Large Cap Value Fund III Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $633K | 2.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedInvesco Discovery Fund Class R6 | $372K |
| DroppedJPMorgan Small Cap Growth Fund Class R6 | $342K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.