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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC3 years Service code 55 · EIN 93-0987232 | Other Commissions | $14,392 |
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 | Legal | $9,434 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,780 |
16 funds of $250K or more; 25 lines in all, holding $19.8M of the plan's $20.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $10.9M | 55.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 18.3% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.9M | 9.5% |
| Principal Cap App Inst Fund Principal · Mutual fund | $717K | 3.6% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $549K | 2.8% |
| BlackRock Mid-Cap Value Fund Institutional BlackRock · Mutual fund | $394K | 2.0% |
| Invesco Small Cap Equity Fund Class R6 Invesco · Mutual fund | $392K | 2.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $378K | 1.9% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $132K | 0.7% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $127K | 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.