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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,970 |
P&M HOLDING GROUP, LLC1 year Filed as: P&M HOLDING GROUP, LLP Service code 10 · EIN 38-1357951 | Accounting | $25,000 |
26 funds of $250K or more; 18 lines in all, holding $60.2M of the plan's $64.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $41.7M | 69.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.2M | 10.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.7M | 6.2% |
| Vanguard US Value Vanguard · Mutual fund | $1.1M | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $980K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $932K | 1.5% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $913K | 1.5% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $753K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $733K | 1.2% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $708K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.