Filings through .
Filed December 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $158,577 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,500 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,000 |
21 funds of $250K or more; 20 lines in all, holding $84.3M of the plan's $86.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $64.2M | 76.2% |
| Maturity Value Cost Value Common Collective Tru Manager not matched · Collective trust | $8.4M | 9.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 5.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $2.8M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $946K | 1.1% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $707K | 0.8% |
| Victory Estb Value Fund Y Victory Capital · Mutual fund | $387K | 0.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $366K | 0.4% |
| American Balanced Fund Class R-5E Capital Group · Mutual fund | $328K | 0.4% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $292K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.