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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4211 W BOY SCOUT BLVD STE 800 · TAMPA, FL 33607 | Advisory (Plan) | $28,876 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $25,284 |
8 funds of $250K or more; 18 lines in all, holding $6.4M of the plan's $7.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $3.3M | 51.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $702K | 11.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $659K | 10.4% |
| Eaton Vance Parametric International Equity Fund R6 Morgan Stanley · Mutual fund | $272K | 4.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $258K | 4.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $232K | 3.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $218K | 3.4% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $146K | 2.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $144K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 1.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.