Filings through .
Filed April 30, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,596 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 16 · EIN 31-1299207 | Consulting | $11,720 |
25 funds of $250K or more; 15 lines in all, holding $142M of the plan's $144M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $107M | 75.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.8M | 8.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.3M | 3.7% |
| Nyl Anchor Account NY Life Insurance CO New York Life · Insurance contract | $4.0M | 2.8% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $3.8M | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 0.8% |
| MFS International MFS (Sun Life) · Mutual fund | $1.1M | 0.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.