Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWSQUARE CAPITAL, LLC7 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $17,440 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,531 |
13 funds of $250K or more; 14 lines in all, holding $15.3M of the plan's $16.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $11.1M | 72.5% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 9.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 7.0% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $643K | 4.2% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $187K | 1.2% |
| New World Fund (R6) Capital Group · Mutual fund | $177K | 1.2% |
| iShares Russell Small/Mid-Cap Index Fund Class K BlackRock · ETF Index | $150K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $120K | 0.8% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $97K | 0.6% |
| iShares Core S&P Small Cap BlackRock · Mutual fund | $94K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.