Filings through .
Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,764 |
FIDUCIARYVEST LLC3 years Service code 16 · EIN 20-2217636 | Consulting | $52,652 |
25 funds of $250K or more; 19 lines in all, holding $83.8M of the plan's $85.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $14.7M | 17.5% |
| Franklin Rising Dividends Fund Advisor Class Franklin Templeton · Mutual fund | $12.8M | 15.3% |
| Brown Advisory Sustainable Growth Fund Institutional Shares Brown Advisory · Mutual fund | $10.3M | 12.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.3M | 12.3% |
| Eupac Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $6.3M | 7.6% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $6.2M | 7.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.7M | 6.8% |
| Janus Henderson Flexible Bond Fund Janus Henderson · Mutual fund | $5.6M | 6.7% |
| Small Cap Manager not matched · Other | $4.2M | 5.0% |
| MFS International Intrinsic Equity Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.6M | 3.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.