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| Provider | Service type | Compensation |
|---|---|---|
ASSET CONSULTING GROUP2 years Filed as: ASSET ALLOCATION STRATEGIES LLC Service code 27 · EIN 27-1606387 | Advisory (Plan) | $20,464 |
Filed as: WEINLANDER FITZHUGH Service code 10 · EIN 38-2272300 | Accounting | $17,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,367 |
7 funds of $250K or more; 11 lines in all, holding $6.0M of the plan's $6.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.3M | 71.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $623K | 10.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $296K | 5.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $219K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $196K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $112K | 1.9% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $80K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $64K | 1.1% |
| DWS Rreef Global Real Estate Sec DWS · Mutual fund | $53K | 0.9% |
| Vanguard High-Yield Corporate Fund Investor Shares Vanguard · Mutual fund | $32K | 0.5% |
Covers 61,314 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.)
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.