Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $49,538 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53 |
19 funds of $250K or more; 29 lines in all, holding $23.2M of the plan's $23.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| FA Frdm Bld 2035 A N/r Manager not matched · Mutual fund | $2.5M | 10.7% |
| FA Frdm Bld 2045 A N/r Manager not matched · Mutual fund | $2.5M | 10.7% |
| FA Frdm Bld 2055 A N/r Manager not matched · Mutual fund | $2.0M | 8.6% |
| IS S&P 500 Index A N/r Manager not matched · Mutual fund Index | $1.9M | 8.0% |
| FA Growth Opps A N/r Manager not matched · Mutual fund | $1.7M | 7.5% |
| FA Frdm Bld 2040 A N/r Manager not matched · Mutual fund | $1.6M | 6.8% |
| FA Frdm Bld 2050 A N/r Manager not matched · Mutual fund | $1.5M | 6.5% |
| FA Frdm Bld 2025 A N/r Manager not matched · Mutual fund | $1.5M | 6.4% |
| FA Frdm Bld 2030 A N/r Manager not matched · Mutual fund | $1.2M | 5.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $912K | 3.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.