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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,020 |
RV KUHNS & ASSOCIATES1+ years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $66,089 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $22,155 |
22 funds of $250K or more; 11 lines in all, holding $112M of the plan's $114M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $92.6M | 83.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 7.3% |
| Invesco Stable Value Fund Invesco · Insurance contract | $4.3M | 3.9% |
| MFS Blended Research Core Equity Fund MFS (Sun Life) · Mutual fund | $2.1M | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.2% |
| BlackRock Advantage Small Cap Core Fund BlackRock · Mutual fund | $789K | 0.7% |
| Eupac Fund Capital Group · Mutual fund | $722K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $695K | 0.6% |
| PIMCO Inflation Response Multi-Asset Fund PIMCO (Allianz) · Mutual fund | $497K | 0.4% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $268K | 0.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.