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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $33,278 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $14,245 |
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA Service code 10 · EIN 75-2783674 | Accounting | $10,000 |
5 funds of $250K or more; 24 lines in all, holding $3.4M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 9 vintages | $2.0M | 60.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $384K | 11.4% |
| Collateral, Value Cost Value Fa Freed Manager not matched · Other | $229K | 6.8% |
| JPMorgan Large Cap Growth Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $128K | 3.8% |
| Fidelity Govt Mmkt DM Fidelity (FMR) · Money market Recordkeeper's own fund | $115K | 3.4% |
| Harbor Capital Appreciation Fund (Admiral) Harbor Capital · Mutual fund | $75K | 2.2% |
| FA Total Bond I Manager not matched · Mutual fund | $62K | 1.8% |
| Fa Intl Cap App M Manager not matched · Mutual fund | $60K | 1.8% |
| AB Small Cap Growth Portfolio Class R AllianceBernstein · Mutual fund | $56K | 1.7% |
| MFS Mid Cap Growth Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $53K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.