Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,458 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,584 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $9,500 |
6 funds hold $59K of the plan's $59K. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Fund Vanguard Vanguard · Money market | $27K | 45.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $9K | 15.3% |
| Dodge & Cox Stock Dodge & Cox · Mutual fund Possible retail class A | $7K | 12.7% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $6K | 9.5% |
| Baron Growth Fund - Institutional Shares Manager not matched · Mutual fund Possible retail class A | $5K | 9.1% |
| Victory S SM CO OP I Victory Capital · Mutual fund Possible retail class A | $4K | 7.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.