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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $145,587 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,149 |
31 funds of $250K or more; 21 lines in all, holding $147M of the plan's $147M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $41.7M | 28.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $30.7M | 21.0% |
| Fidelity Advisor Equity Growth Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $17.6M | 12.0% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $7.7M | 5.3% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $6.6M | 4.5% |
| Fidelity Advisor Strategic Income Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.5M | 4.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $6.1M | 4.2% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.4M | 3.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 2.7% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $3.7M | 2.5% |
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.