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| Provider | Service type | Compensation |
|---|---|---|
KMG FIDUCIARY PARTNERS, LLC4 years Filed as: KMG FIDUCIARY PARTNERS LLC Service code 27 · EIN 83-1985347 | Advisory (Plan) | $30,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,300 |
14 funds of $250K or more; 29 lines in all, holding $11.9M of the plan's $13.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Collateral, Par, or Maturity Value Cost Value Mutual Funds Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 14.8% |
| American Funds Amer Mutual R6 Capital Group · Mutual fund | $1.1M | 9.4% |
| Fidelity Freedom 2035K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 8.7% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $999K | 8.4% |
| Fidelity Freedom 2055K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $928K | 7.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $702K | 5.9% |
| Fidelity Freedom 2045K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $695K | 5.8% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $687K | 5.8% |
| Fidelity Freedom 2050K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $416K | 3.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $410K | 3.4% |
Covers 60,908 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.
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.