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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $74,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,888 |
20 funds of $250K or more; 16 lines in all, holding $33.0M of the plan's $34.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 9 vintages | $21.7M | 65.6% |
| Bnym S&P 500 Index Fund BNY · Mutual fund Index | $3.4M | 10.2% |
| Russell Manager not matched · Other | $1.9M | 5.8% |
| Blkrk Hlth Sci Ops A BlackRock · Mutual fund Possible retail class A | $992K | 3.0% |
| Columbia Threadneedle COL MID CAP IDX A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $870K | 2.6% |
| Victory S Estb Val A Victory Capital · Mutual fund Possible retail class A | $634K | 1.9% |
| Fidelity FA Stable Value II Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $634K | 1.9% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $512K | 1.6% |
| Columbia COL SM CAP IDX A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $497K | 1.5% |
| Fidelity Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $472K | 1.4% |
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.
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.