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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $18,624 |
TIMOTHY R HOTT PC3 years Filed as: TIMOTHY J. HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $10,005 |
13 funds hold $1.9M of the plan's $2.0M. From the 2024 filing. Recordkeeper: AMI Benefit Plan Administrators.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.1M | 55.8% |
| MFS Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $248K | 12.9% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Possible retail class A | $146K | 7.6% |
| Vanguard 500 Index Vanguard · Mutual fund IndexPossible retail class A | $99K | 5.2% |
| American Funds Capital Group · Mutual fund Possible retail class A | $83K | 4.3% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $79K | 4.1% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund Possible retail class A | $61K | 3.2% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund Possible retail class A | $44K | 2.3% |
| Morley Capital Stable Value Fund MFS (Sun Life) · Insurance contract | $42K | 2.2% |
| Vanguard Small Cap Index Vanguard · Mutual fund IndexPossible retail class A | $21K | 1.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.