Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PFS INVESTMENTS, INC. Service code 26 1 PRIMERICA PARKWAY · DULUTH, GA 30099 | Advisory (Participants) | $39,228 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $2,111 |
7 funds of $250K or more; 17 lines in all, holding $5.8M of the plan's $6.3M. From the 2025 filing. Recordkeeper: July Business Services.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.7M | 62.6% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $615K | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $545K | 9.3% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $167K | 2.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $147K | 2.5% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $134K | 2.3% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $109K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $109K | 1.9% |
| Columbia Small Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $67K | 1.1% |
| Legg Mason Diversified Risk Portfolio-Growth Registered Investment Company Franklin Templeton · Mutual fund | $62K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.