Filings through .
Filed September 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $64,750 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,755 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$84,103 |
28 funds of $250K or more; 19 lines in all, holding $113M of the plan's $115M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $64.0M | 56.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.3M | 9.1% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.4M | 7.4% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.2M | 6.4% |
| Galliard Stable Return E Allspring · Collective trust | $5.3M | 4.7% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.7M | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 1.9% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.9M | 1.7% |
| MFS Intl Intr Val R6 MFS (Sun Life) · Mutual fund | $1.9M | 1.7% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 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 that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.