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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $55,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,490 |
26 funds of $250K or more; 20 lines in all, holding $46.9M of the plan's $48.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $18.2M | 38.9% |
| Collateral, Current @ Manager not matched · Other | $5.5M | 11.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 6.4% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.9M | 6.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.7M | 5.7% |
| MFS Global Equity R6 Fund MFS (Sun Life) · Mutual fund | $2.5M | 5.3% |
| Standard Stable Value Fund Manager not matched · Insurance contract | $2.5M | 5.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.7% |
| JH Enterprise I Manager not matched · Mutual fund | $1.1M | 2.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.