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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.10+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $54,211 |
15 funds of $250K or more; 31 lines in all, holding $10.7M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Equity Growth Fund Fidelity (FMR) · Mutual fund | $967K | 9.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $909K | 8.5% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $833K | 7.8% |
| Fundamental Fund Class F-3 Capital Group · Mutual fund | $828K | 7.7% |
| New World Fund Inc Manager not matched · Mutual fund | $772K | 7.2% |
| Hartford Core Equity Fund Class F Hartford Funds · Mutual fund | $660K | 6.2% |
| Perspective Fund Class F-3 Capital Group · Mutual fund | $549K | 5.1% |
| World Growth & Income Fund Class F-3 Manager not matched · Mutual fund | $508K | 4.7% |
| Mutual Fund Class F-3 Manager not matched · Mutual fund | $506K | 4.7% |
| Income Fund OF America Capital Group · Mutual fund | $496K | 4.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.