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| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP3 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $40,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,300 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
17 funds of $250K or more; 19 lines in all, holding $14.5M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $3.2M | 22.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 16.9% |
| Balanced Fund John Hancock (Manulife) · Mutual fund | $2.0M | 13.5% |
| AB Large Cap Growth AllianceBernstein · Other | $1.3M | 8.8% |
| American Century Disciplined Core Value American Century · Other | $904K | 6.2% |
| Fidelity MIP CL 2 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $864K | 6.0% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $773K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $540K | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $426K | 2.9% |
| AB Small Cap Growth AllianceBernstein · Other | $403K | 2.8% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.