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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,388 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $22,377 |
14 funds of $250K or more; 20 lines in all, holding $24.3M of the plan's $25.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $16.8M | 69.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 9.5% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.2M | 8.9% |
| Great Gray Large Cap Growth Fund II Fee Class R1 Great Gray · Collective trust | $1.4M | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $275K | 1.1% |
| Alta Federated MDT Small Cap Core Fund Federated Hermes · Mutual fund | $265K | 1.1% |
| Alta Lord Abbett Internation Equity Fund Lord Abbett · Mutual fund | $231K | 1.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $173K | 0.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $162K | 0.7% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $161K | 0.7% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Large Cap Growth Fund to Great Gray Large Cap Growth Fund II Fee Class R1 | $504K to $1.4M |
| AddedAlta Federated MDT Small Cap Core Fund | $265K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.