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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $46,362 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,137 |
19 funds of $250K or more; 21 lines in all, holding $24.1M of the plan's $25.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $13.2M | 54.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 18.5% |
| Fidelity Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.5M | 6.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $633K | 2.6% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $598K | 2.5% |
| iShares MSCI EAFE International Index Fund Institutional BlackRock · ETF Index | $563K | 2.3% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $533K | 2.2% |
| Fidelity Advisor Balanced Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $500K | 2.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $453K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $361K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.