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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1+ years Service code 10 · EIN 33-4144829 | Accounting | $14,175 |
USI INSURANCE SERVICES LLC1+ years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Claims processing; Valuation (apprais... | $13,343 |
13 funds of $250K or more; 19 lines in all, holding $13.8M of the plan's $18.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Standard Stable Value III Manager not matched · Insurance contract | $3.1M | 22.4% |
| Victory Pioneer Fund Class A Victory Capital · Mutual fund Possible retail class A | $2.2M | 16.2% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $1.9M | 13.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 12.3% |
| AB Large CAP Growth Fund INC Class A AllianceBernstein · Mutual fund Possible retail class A | $1.5M | 10.6% |
| Fidelity Advisor Global Equity Income Fund Class A Fidelity (FMR) · Mutual fund | $764K | 5.5% |
| Invesco Core Plus Bond Fund Class A Invesco · Mutual fund Possible retail class A | $463K | 3.4% |
| Fidelity Advisor Value Strategies Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $389K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $309K | 2.2% |
| Nomura Mid Cap Growth Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $301K | 2.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.