Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,395 |
KESTRA FINANCIAL10+ years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,000 |
SC&H ATTEST SERVICES, P.C.5 years Service code 10 · EIN 52-1743645 | Accounting | $16,800 |
20 funds of $250K or more; 28 lines in all, holding $29.1M of the plan's $29.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath+mod 2035 R1 Manager not matched · Collective trust | $6.5M | 22.4% |
| Flexpath Mod 2045 R1 Manager not matched · Collective trust | $4.4M | 15.2% |
| Flexpath+mod Ret R1 Manager not matched · Collective trust | $3.4M | 11.8% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $3.1M | 10.6% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $2.1M | 7.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.7% |
| FlexPath+MOD 2055 R1 Manager not matched · Collective trust | $987K | 3.4% |
| Large CP Value I1 Manager not matched · Collective trust | $969K | 3.3% |
| Fidelity Small Cap Value Fund Fidelity Advisor Small Cap Value Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $863K | 3.0% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $684K | 2.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.