Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $22,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,575 |
10 funds of $250K or more; 14 lines in all, holding $9.4M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.4M | 89.4% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $584K | 6.2% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $216K | 2.3% |
| American Funds Capital Group · Mutual fund | $77K | 0.8% |
| Govt Money Market Manager not matched · Money market | $39K | 0.4% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $21K | 0.2% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $18K | 0.2% |
| PIMCO Short-Term Fund Institutional PIMCO (Allianz) · Mutual fund | $12K | 0.1% |
| Eupac Fund Capital Group · Mutual fund | $9K | <0.1% |
| Vanguard Lifestyle Growth Fund Vanguard · Mutual fund | $7K | <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.
The auditor signed off without reservation. This is the cleanest opinion.