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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC2 years Filed as: BLACK & PINCKARD, LLC Service code 99 · EIN 26-0079381 PO BOX 36365 · HOOVER, AL 35244 | Other Fees | $11,000 |
3 funds of $250K or more; 5 lines in all, holding $11.4M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| 2024 Assets Investments Manager not matched · Other | $9.2M | 80.8% |
| Net appreciation in fair value of investments Manager not matched · Other | $1.3M | 11.1% |
| Contributions: Participant Manager not matched · Other | $906K | 8.0% |
| Additions Investment income: Interest Manager not matched · Other | $18K | 0.2% |
| Participant contributions Manager not matched · Other | $1K | <0.1% |
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 61,314 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.