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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: ADAMSBROWN WEALTH CONSULTANTS, LLC Service code 16 · EIN 84-3726120 | Consulting | $19,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,616 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC. Service code 16 · EIN 43-1685158 | Consulting | $18,103 |
14 funds of $250K or more; 16 lines in all, holding $12.4M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.9M | 23.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 22.3% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 15.4% |
| Mid Cap Growth 1 Manager not matched · Other | $812K | 6.5% |
| Lazard International Strategic Equity Portfolio Institutional Shares Lazard · Mutual fund | $697K | 5.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $673K | 5.4% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $600K | 4.8% |
| Growth International Manager not matched · Other | $528K | 4.2% |
| JPMorgan Mortgage-Backed Securities Fund Class R6 JPMorgan · Mutual fund | $482K | 3.9% |
| Artisan High Income Institutional Artisan Partners · Other | $394K | 3.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.