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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $31,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,539 |
8 funds of $250K or more; 24 lines in all, holding $5.7M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.3M | 57.1% |
| Prudential Guaranteed Income Fund Prudential (PGIM) · Insurance contract | $551K | 9.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $543K | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $392K | 6.8% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $135K | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $115K | 2.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $107K | 1.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $87K | 1.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $77K | 1.3% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $70K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.