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| Provider | Service type | Compensation |
|---|---|---|
EMERSON EQUITY LLC2 years Service code 55 155 BOVET RD STE 725 · SAN MATEO, CA 94402 | Other Commissions | $31,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,825 |
10 funds of $250K or more; 28 lines in all, holding $14.3M of the plan's $14.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.7M | 32.9% |
| iShares S&P 500 Index A BlackRock · ETF Index | $3.6M | 25.4% |
| Investment (e) Value Fidelity Advis Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 18.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.1M | 7.6% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $632K | 4.4% |
| Company Stock Fund Manager not matched · Mutual fund | $437K | 3.1% |
| Morgan Stanley Insight Fund A Morgan Stanley · Mutual fund Possible retail class A | $367K | 2.6% |
| PIMCO StocksPLUS Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $218K | 1.5% |
| Stable Value Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $95K | 0.7% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $67K | 0.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.