Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,891 |
19 funds of $250K or more; 16 lines in all, holding $19.8M of the plan's $20.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.4M | 37.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.9M | 30.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 7.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $901K | 4.6% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $691K | 3.5% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $621K | 3.1% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $476K | 2.4% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market Recordkeeper's own fund | $444K | 2.2% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $432K | 2.2% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $339K | 1.7% |
Dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeMFS Value Fund R6 to MFS Value Fund R3 | $425K to $432K |
| Share class changeAllspring Special Small Cap Value Fund Class R6 to Allspring Special Small Cap Value Fund (Admiral) | $31K to $330K |
| DroppedPear Tree Polaris Foreign Value Small Cap Fund R6 Shares | $253K |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.