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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES INC Service code 55 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 10010 | Other Commissions | $28,897 |
CLIFTONLARSONALLEN LLP8 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,761 |
11 funds of $250K or more; 20 lines in all, holding $14.5M of the plan's $14.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.0M | 89.9% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $366K | 2.5% |
| American Funds Capital Group · Mutual fund | $191K | 1.3% |
| Fidelity Strategic Income Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $182K | 1.3% |
| JPMorgan Equity Index Fund Class A JPMorgan · Mutual fund IndexPossible retail class A | $123K | 0.9% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $115K | 0.8% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $77K | 0.5% |
| BlackRock Intl Fund of BlackRock Series BlackRock · Mutual fund | $76K | 0.5% |
| JPMorgan U.S. Small Company Fund Class A JPMorgan · Mutual fund Possible retail class A | $72K | 0.5% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $69K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.