Filings through .
Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAC SERVICE CORP2 years Filed as: BAC Service code 10 · EIN 82-5285627 | Accounting | $8,250 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $6,900 |
1 fund holds $1.1M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Money market account no. 617662, , no maturity Fidelity (FMR) · Money market | $1.1M | 100.0% |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Fidelity Company Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.