Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $175,075 |
HAYS FINANCIAL GROUP6+ years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $25,548 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLC Service code 10 · EIN 39-0859910 | Accounting | $23,258 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
26 funds of $250K or more; 21 lines in all, holding $131M of the plan's $132M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $85.3M | 65.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.3M | 11.7% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.2M | 7.0% |
| Columbia Technology Growth Fund Institutional 3 Class N/R Ameriprise (Columbia Threadneedle) · Mutual fund | $3.4M | 2.6% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $2.6M | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 1.8% |
| American Funds New Fund Class R-6 Capital Group · Mutual fund | $2.3M | 1.7% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.1% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $988K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.