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 |
|---|---|---|
EDELMAN FINANCIAL ENGINES, LLC1+ years Filed as: FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $44,420 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $40,425 |
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,139 |
Filed as: COLLABORATIVE SOLUTIONS, LLC Service code 49 · EIN 13-3924155 | Other Services | $5,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,576 |
21 funds of $250K or more; 23 lines in all, holding $227M of the plan's $237M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, collective trust, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Lpth Index 2030 G Fund BlackRock · Mutual fund Index | $34.0M | 15.0% |
| BlackRock US Equity Index J Fund BlackRock · Mutual fund Index | $25.8M | 11.4% |
| PIMCO Stable Income Fund II PIMCO (Allianz) · Stable value Stable value | $21.1M | 9.3% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage | $20.6M | 9.1% |
| Fidelity Growth Company Commingled Pool Class A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $19.7M | 8.7% |
| BlackRock Lpth Index 2040 G Fund BlackRock · Mutual fund Index | $18.0M | 7.9% |
| BlackRock Lpth Index 2035 G Fund BlackRock · Mutual fund Index | $16.3M | 7.2% |
| BlackRock Lpth Index 2050 G Fund BlackRock · Mutual fund Index | $12.7M | 5.6% |
| BlackRock Lpth Index 2045 G Fund BlackRock · Mutual fund Index | $9.9M | 4.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $8.2M | 3.6% |
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.
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.