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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $10,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,916 |
8 funds of $250K or more; 25 lines in all, holding $12.3M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $10.8M | 87.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $653K | 5.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $217K | 1.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $162K | 1.3% |
| Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $73K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $71K | 0.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $67K | 0.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $51K | 0.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $36K | 0.3% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $34K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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).
The auditor signed off without reservation. This is the cleanest opinion.