Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK8 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $46,728 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,979 |
13 funds of $250K or more; 16 lines in all, holding $13.1M of the plan's $13.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $8.8M | 67.3% |
| Fidelity 500 Index Fund - Premium Class a Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $902K | 6.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $726K | 5.5% |
| MFS Investment Mgt Mid Cap Value R6 MFS (Sun Life) · Mutual fund Possible retail class A | $553K | 4.2% |
| Fidelity Government Money Market Fund K6 a Fidelity (FMR) · Money market Recordkeeper's own fund | $405K | 3.1% |
| Pioneer Bond Fund Class R6 a Victory Capital · Mutual fund | $380K | 2.9% |
| MFS Investment Mgt Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $315K | 2.4% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund Possible retail class A | $277K | 2.1% |
| EuroPacific Growth R6 Fund a Capital Group · Mutual fund | $167K | 1.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $159K | 1.2% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Blue Chip Growth I a to JPMorgan Large Cap Growth Fund Class R6 | $671K to $726K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.