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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.10+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$85,629 |
31 funds of $250K or more; 23 lines in all, holding $243M of the plan's $244M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $74.5M | 30.7% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $48.6M | 20.0% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $31.8M | 13.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $22.4M | 9.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $8.8M | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.6M | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.5M | 2.7% |
| Vanguard Ftse Social Index Fund (Investor) Vanguard · Mutual fund Index | $6.0M | 2.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.3M | 2.2% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 1.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.