Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHANNEL WEALTH LLC3 years Service code 27 · EIN 84-2475389 | Advisory (Plan) | $35,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,164 |
20 funds of $250K or more; 22 lines in all, holding $18.2M of the plan's $19.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $11.2M | 61.9% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 7.7% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.1M | 6.3% |
| Franklin Templeton Franklin Templeton · Mutual fund | $789K | 4.3% |
| JH Enterprise Manager not matched · Other | $448K | 2.5% |
| Blkrk Tech OP I BlackRock · Mutual fund | $366K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $360K | 2.0% |
| New World Fund Capital Group · Mutual fund | $357K | 2.0% |
| Spectrum Conservative I T. Rowe Price · Mutual fund | $308K | 1.7% |
| MFS Intl Diversion MFS (Sun Life) · Mutual fund | $288K | 1.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.