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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,001 |
KESTRA FINANCIAL6 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $66,788 |
29 funds of $250K or more; 34 lines in all, holding $111M of the plan's $114M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Moderate 2045 Fund Manager not matched · Mutual fund Possible retail class A | $24.8M | 22.4% |
| Moderate 2035 Fund Manager not matched · Mutual fund Possible retail class A | $21.7M | 19.6% |
| Moderate 2055 Fund Manager not matched · Mutual fund Possible retail class A | $16.4M | 14.8% |
| Moderate Retirement Fund Manager not matched · Mutual fund Possible retail class A | $13.6M | 12.3% |
| T Rowe Price Large-Cap Growth Mutual Fund T. Rowe Price · Mutual fund Possible retail class A | $6.1M | 5.5% |
| BlackRock Equity Index Fund BlackRock · Mutual fund IndexPossible retail class A | $4.3M | 3.9% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $3.8M | 3.5% |
| Aggressive 2045 Fund Manager not matched · Mutual fund Possible retail class A | $2.5M | 2.3% |
| Aggressive 2055 Fund Manager not matched · Mutual fund Possible retail class A | $2.3M | 2.1% |
| Moderate 2065 Fund Manager not matched · Mutual fund Possible retail class A | $1.6M | 1.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.