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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,872 |
KESTRA FINANCIAL4 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $78,230 |
SNYDER COHN, PC6 years Filed as: SNYDER COHN PC Service code 10 · EIN 52-1022232 | Accounting | $63,000 |
22 funds of $250K or more; 35 lines in all, holding $39.3M of the plan's $41.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath+mod 2035 R1 Manager not matched · Collective trust | $8.3M | 21.1% |
| Flexpath+mod Ret R1 Manager not matched · Collective trust | $6.3M | 16.1% |
| Flexpath Mod 2045 R1 Manager not matched · Collective trust | $5.1M | 13.0% |
| FlexPath+MOD 2055 R1 Manager not matched · Collective trust | $3.6M | 9.2% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $3.4M | 8.7% |
| Flexpath+agr 2045 R1 Manager not matched · Collective trust | $1.8M | 4.7% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $1.7M | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.9% |
| Stable Value Fund I1 Manager not matched · Stable value Stable value | $1.0M | 2.6% |
| Large CP Value I1 Manager not matched · Collective trust | $954K | 2.4% |
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.
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.