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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIBC PRIVATE WEALTH ADVISORS INC Service code 27 · EIN 20-0822261 | Advisory (Plan) | $23,393 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
14 funds of $250K or more; 21 lines in all, holding $20.9M of the plan's $21.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $12.6M | 60.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.5M | 21.6% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.5M | 7.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $698K | 3.3% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $259K | 1.2% |
| MFS International Value R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $230K | 1.1% |
| Parnassus Core Equity Fund Investor Shares Affiliated Managers Group · Mutual fund | $161K | 0.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $142K | 0.7% |
| Hood River Small-Cap Growth Fund Institutional Shares Hood River · Mutual fund | $140K | 0.7% |
| PIMCO Real Return Administrative Fund PIMCO (Allianz) · Mutual fund | $128K | 0.6% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.