Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
KBF CPAS - AUDIT, LLP1 year Filed as: KBF CPAS - AUDIT LLP Service code 10 · EIN 33-2366711 | Accounting | $8,074 |
CEDAR MOUNTAIN ADVISORS, LLC3 years Filed as: CEDAR MOUNTAIN ADVISORS LLC Service code 16 · EIN 36-4586957 | Consulting | $3,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,550 |
15 funds of $250K or more; 14 lines in all, holding $15.6M of the plan's $15.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $9.2M | 59.2% |
| Columbia Global Technology Growth I2 Ameriprise (Columbia Threadneedle) · Mutual fund | $1.6M | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 8.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $979K | 6.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $489K | 3.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $421K | 2.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $376K | 2.4% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $314K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $177K | 1.1% |
| Investment Cost Value Money Manager not matched · Other | $170K | 1.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.