Filings through .
Filed December 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $514,800 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,810 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,500 |
27 funds of $250K or more; 19 lines in all, holding $216M of the plan's $218M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $96.3M | 44.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $34.4M | 16.0% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $23.6M | 10.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $8.9M | 4.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.7M | 4.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $7.6M | 3.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $7.2M | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $6.6M | 3.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $5.2M | 2.4% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $2.8M | 1.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.