Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $30,473 |
BALEFIRE LLC1 year Service code 27 · EIN 47-2587418 | Advisory (Plan) | $26,927 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,787 |
19 funds of $250K or more; 22 lines in all, holding $23.0M of the plan's $23.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $10.0M | 43.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 17.1% |
| Large Cap Growth Fd III Fee Class R1 Common Collective Trust Manager not matched · Collective trust | $1.9M | 8.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.3% |
| Blackrock Lifepath Dyn Retirement K BlackRock · Mutual fund | $1.1M | 4.9% |
| Large Cap Value Fee Class R1 Manager not matched · Collective trust | $956K | 4.2% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $838K | 3.6% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $613K | 2.7% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $508K | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $483K | 2.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.