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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $105,852 |
Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO. Service code 10 · EIN 25-1690617 | Accounting | $11,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,266 |
40 funds of $250K or more; 34 lines in all, holding $48.2M of the plan's $48.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.6M | 19.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 9.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $3.5M | 7.2% |
| Fidelity Select Semiconductors Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.0M | 6.2% |
| MassMutual Select Blue Chip Growth Fund MassMutual · Mutual fund | $2.4M | 5.0% |
| Growth Fund OF America Capital Group · Mutual fund | $2.2M | 4.5% |
| American Balanced Fund Capital Group · Mutual fund | $1.8M | 3.7% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $1.6M | 3.3% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.5M | 3.1% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 2.6% |
Covers 61,314 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.