Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LION STREET FINANCIAL LLC4 years Filed as: LION STREET ADVISORS LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $19,444 |
SENTINEL BENEFITS GROUP, LLC7 years Service code 15 · EIN 04-3015875 | Recordkeeping | $14,387 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $5,045 |
11 funds of $250K or more; 18 lines in all, holding $8.1M of the plan's $8.2M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $3.0M | 36.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 17.3% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.1M | 13.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $603K | 7.4% |
| Principal MidCap R6 Principal · Mutual fund | $419K | 5.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $304K | 3.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $286K | 3.5% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund | $225K | 2.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $202K | 2.5% |
| Small Cap Value Fund American Century · Mutual fund | $165K | 2.0% |
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Growth Allocation Fund R4 | $1.0M |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $446K |
| AddedPrincipal MidCap R6 | $419K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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.