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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $115,939 |
Service code 27 880 CARILLON PKWY · SAINT PETERSBURG, FL 337161102 | Advisory (Plan) | $112,229 |
28 funds of $250K or more; 18 lines in all, holding $136M of the plan's $140M. From the 2025 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $47.4M | 35.0% |
| Invesco QQQ Trust Invesco · Collective trust | $15.1M | 11.1% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $14.6M | 10.8% |
| Federated Hermes Federated Hermes · Stable value Stable value | $11.4M | 8.4% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $8.6M | 6.3% |
| iShares Core Dividend Growth ETF BlackRock · ETF Index | $5.1M | 3.8% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $4.7M | 3.5% |
| Invesco S&P International Invesco · Mutual fund | $4.3M | 3.2% |
| par, or maturity value Cost Value Mutual Funds Manager not matched · Mutual fund | $4.1M | 3.0% |
| Fidelity Multi-Asset Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 2.9% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| Addedpar, or maturity value Cost Value Mutual Funds | $4.1M |
| DroppedColumbia Total Return Bond Fund Institutional 3 Class | $3.9M |
| DroppedCambria Shareholder Yield ETF | $3.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.