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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $85,552 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $54,193 |
20 funds of $250K or more; 33 lines in all, holding $40.0M of the plan's $40.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $28.5M | 71.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 10.4% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $2.2M | 5.5% |
| Fidelity Advisor Stable Value Portfolio I Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $1.1M | 2.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $748K | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $338K | 0.8% |
| Fidelity Advisor Health Care Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $321K | 0.8% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $314K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $294K | 0.7% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price Science & Technology Fund-I Class T. Rowe Price · Mutual fund | $294K | 0.7% |
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.