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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,597 |
Filed as: FIDELITY INVESTMENTS COMPANY Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,534 |
11 funds of $250K or more; 24 lines in all, holding $11.5M of the plan's $11.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.8M | 85.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $754K | 6.6% |
| Fidelity JH Stable Value I6 Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $314K | 2.7% |
| Fidelity PIF Blue Chip R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $163K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $67K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $66K | 0.6% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $64K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $60K | 0.5% |
| Fidelity AF Intl GTH & INC R6 Capital Group · Mutual fund | $56K | 0.5% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $44K | 0.4% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.