Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,942 |
PROCYON ADVISORS, LLC4+ years Filed as: PROCYON ADVISORS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $34,372 |
10 funds of $250K or more; 16 lines in all, holding $15.3M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $9.6M | 62.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 26.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $596K | 3.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $244K | 1.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $239K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $208K | 1.4% |
| b Putnam Investmentsb Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $97K | 0.6% |
| PIMCO International Bond USD PIMCO (Allianz) · Mutual fund | $84K | 0.6% |
| Institutional b Columbia Management Columbia Dividend Income Fund I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $32K | 0.2% |
| Investment Advisers, LLC b MFS Investment Management MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $29K | 0.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCompany Alliance Bernstein Large Cap Growth Fund Z | $309K |
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.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.