Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,250 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$226 |
42 funds of $250K or more; 44 lines in all, holding $175M of the plan's $185M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $35.7M | 20.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $26.0M | 14.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20.4M | 11.7% |
| Fidelity Sel Software Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $13.4M | 7.7% |
| AC RD 2040 TR Xxii Manager not matched · Collective trust | $8.1M | 4.6% |
| AC RD 2050 TR Xxii Manager not matched · Collective trust | $6.5M | 3.7% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.3M | 3.6% |
| AC RD 2055 TR Xxii Manager not matched · Collective trust | $5.9M | 3.4% |
| AC RD 2035 TR Xxii Manager not matched · Collective trust | $5.3M | 3.0% |
| AC RD 2045 TR Xxii Manager not matched · Collective trust | $4.5M | 2.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.