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| Provider | Service type | Compensation |
|---|---|---|
BGBC PARTNERS LLP2 years Service code 10 · EIN 20-5804172 | Accounting | $53,615 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 27 · EIN 37-1808847 | Advisory (Plan) | $28,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,915 |
14 funds of $250K or more; 21 lines in all, holding $20.5M of the plan's $21.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $16.2M | 79.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 4.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $731K | 3.6% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $639K | 3.1% |
| American Funds Strategic Bond Fund Class R-6 Capital Group · Mutual fund | $593K | 2.9% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $313K | 1.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $152K | 0.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $110K | 0.5% |
| American Funds Amer Mutual R6 Capital Group · Mutual fund | $109K | 0.5% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $95K | 0.5% |
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.
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.