Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
20 funds of $250K or more; 22 lines in all, holding $34.8M of the plan's $38.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $11.1M | 31.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 11.1% |
| Galliard Stable Return Fund M Common Collective Trust Allspring · Collective trust | $2.3M | 6.5% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 6.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 5.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.7M | 5.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.1% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $963K | 2.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.