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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,908 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 27 · EIN 11-3658445 | Advisory (Plan) | $22,500 |
21 funds of $250K or more; 17 lines in all, holding $39.4M of the plan's $40.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement Blend, collective trust, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 10 vintages | $22.6M | 57.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 15.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 6.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 5.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 4.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 3.4% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $529K | 1.3% |
| Invesco Stable Value Trust - Class A1 Invesco · Insurance contract | $509K | 1.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $454K | 1.2% |
| Hood River Small-Cap Growth Fund Hood River · Mutual fund | $438K | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.