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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,466 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,435 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS INC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
Service code 29 · EIN 16-0766172 | Legal | $7,799 |
24 funds of $250K or more; 17 lines in all, holding $57.6M of the plan's $59.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $23.2M | 40.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.6M | 14.9% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $5.6M | 9.8% |
| Fidelity Contrafund Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $4.7M | 8.1% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $3.1M | 5.4% |
| Mass Mutual Select Mid Cap Growth Fund MassMutual · Mutual fund | $2.9M | 5.0% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $2.5M | 4.3% |
| Loomis Sayles Small Cap Growth Fund Natixis IM · Mutual fund | $1.9M | 3.3% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.0M | 1.8% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $918K | 1.6% |
Covers 60,908 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.