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| Provider | Service type | Compensation |
|---|---|---|
KESTRA FINANCIAL1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $14,216 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
10 funds of $250K or more; 14 lines in all, holding $8.9M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: BlackRock LifePath Index, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $5.3M | 59.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 14.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $475K | 5.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $395K | 4.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $302K | 3.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $184K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $172K | 1.9% |
| Franklin Small Mid Cap Growth Fnd R6 Franklin Templeton · Mutual fund | $158K | 1.8% |
| Allspg Spec MdCp Vl Fd R6 Manager not matched · Mutual fund | $142K | 1.6% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $114K | 1.3% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.