Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,273 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,662 |
4 funds of $250K or more; 5 lines in all, holding $2.9M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 38.2% |
| MFS Intl Divrsn R6 MFS (Sun Life) · Mutual fund | $678K | 23.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $578K | 19.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $490K | 16.8% |
| DE Ivy MD CP Grth R6 Manager not matched · Mutual fund | $58K | 2.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.