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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,165 |
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $32,000 |
23 funds of $250K or more; 18 lines in all, holding $122M of the plan's $124M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $87.2M | 71.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.6M | 12.0% |
| Fidelity Large Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.1M | 5.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 1.1% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.2M | 1.0% |
| The Gabelli U.S. Treasury Money Market Fund Class I Shares Westwood · Money market | $1.0M | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 0.8% |
| American Century AM Cent High Income R6 American Century · Mutual fund | $841K | 0.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.