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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Service code 55 · EIN 26-4310632 | Other Commissions | $44,224 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,258 |
20 funds of $250K or more; 19 lines in all, holding $24.3M of the plan's $24.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $10.0M | 41.0% |
| Mutual Funds Fidelity Fidelity Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.2M | 13.0% |
| Fidelity Fidelity Equity Growth Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 9.3% |
| Fidelity Treasury Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.0M | 8.2% |
| Fidelity Balanced Fund Fidelity Advisor Balanced Fund: Class A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 5.1% |
| BNY Mellon S&P 500 Index Fund BNY · Mutual fund Index | $914K | 3.8% |
| Fidelity Equity-Income Fund Fidelity Advisor Equity-Income Fund: Class A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $817K | 3.4% |
| Fidelity Fidelity Mid Cap ll Fund Class A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $729K | 3.0% |
| PIMCO Total Return Fund R PIMCO (Allianz) · Mutual fund | $582K | 2.4% |
| American Funds American Mutual Fund Class R-4 Capital Group · Mutual fund | $561K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.