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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,794 |
11 funds of $250K or more; 15 lines in all, holding $14.1M of the plan's $14.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages | $12.1M | 85.8% |
| $0 Participants Manager not matched · Other | $735K | 5.2% |
| Bnym Inst S&p500 I BNY · Mutual fund | $392K | 2.8% |
| FA Stable Value I Manager not matched · Stable value Stable value | $238K | 1.7% |
| Nyli Winslow Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund | $193K | 1.4% |
| American Funds American Mutual R5 Capital Group · Mutual fund | $124K | 0.9% |
| ABF Small Cap Value Fund Y Manager not matched · Mutual fund | $122K | 0.9% |
| FA Strat Income I Manager not matched · Mutual fund | $93K | 0.7% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $42K | 0.3% |
| Victory S Estb Val I Victory Capital · Mutual fund | $31K | 0.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.