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| Provider | Service type | Compensation |
|---|---|---|
BCGM WEALTH MANAGEMENT LLC5 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $58,701 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,264 |
24 funds of $250K or more; 17 lines in all, holding $64.4M of the plan's $65.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $41.0M | 63.7% |
| BNY Mellon Institutional S&P 500 Stock Index Fund Class I BNY · Mutual fund Index | $5.9M | 9.2% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $4.8M | 7.4% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $1.8M | 2.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.6M | 2.4% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $1.6M | 2.4% |
| Putnam Stable Value Fund 25 Franklin Templeton · Insurance contract | $1.4M | 2.2% |
| Fidelity Advisor Small Cap Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 2.1% |
| Thornburg International Equity Fund - Class R5 Thornburg · Mutual fund | $1.2M | 1.9% |
| Fidelity Advisor Strategic Income Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $802K | 1.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.