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| Provider | Service type | Compensation |
|---|---|---|
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,054 |
8 funds of $250K or more; 13 lines in all, holding $11.2M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $10.7M | 95.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $295K | 2.6% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $34K | 0.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $28K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $25K | 0.2% |
| Fidelity Government Money Market K6 Interest bearing cash Fidelity (FMR) · Money market Recordkeeper's own fund | $22K | 0.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $20K | 0.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20K | 0.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $16K | 0.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $12K | 0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.