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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE FINANCIAL SERVICES, INC.11+ years Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 81-0776852 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,040 |
20 funds of $250K or more; 18 lines in all, holding $21.3M of the plan's $21.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.3M | 20.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 17.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.1M | 10.0% |
| Eupac Fund Capital Group · Mutual fund | $1.9M | 8.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 8.5% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.2M | 5.7% |
| JPMorgan Small Cap Growth Fund JPMorgan · Mutual fund | $1.2M | 5.6% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $792K | 3.7% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $738K | 3.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $704K | 3.3% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighInvesco Emerging Markets All Cap Fund to Dimensional Emerging Core Equity Market ETF | $295K to $374K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.