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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL ADVISORS LLC Service code 26 · EIN 90-1225082 | Advisory (Participants) | $30,860 |
PISTL SERVICE CORPORATION5 years Service code 14 · EIN 43-1565836 | Plan Administrator | $20,053 |
11 funds of $250K or more; 18 lines in all, holding $11.0M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Pistl Service.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund | $2.2M | 20.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.0M | 17.9% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $1.1M | 10.4% |
| Reliance MetLife SVF Series 25053 Class 0 MetLife · Collective trust | $1.1M | 10.0% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $655K | 6.0% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $560K | 5.1% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $540K | 4.9% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $502K | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $483K | 4.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $448K | 4.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.