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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP10+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $23,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $11,662 |
4 funds hold $86.0M of the plan's $102M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments Manager not matched · Mutual fund | $69.8M | 81.2% |
| Additions TO NET Assets Attributed TO: Investment income: Net appreciation in fair value of investments Manager not matched · Other | $9.8M | 11.4% |
| Contribution receivable from employer Manager not matched · Other | $3.8M | 4.4% |
| Money Market Manager not matched · Money market | $2.6M | 3.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.