Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GRIES FINANCIAL CORPORATION3 years Filed as: GRIES FINANCIAL LLC Service code 27 · EIN 34-1891243 | Advisory (Plan) | $45,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,174 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 16 · EIN 57-1157523 | Consulting | $5,250 |
25 funds of $250K or more; 23 lines in all, holding $57.3M of the plan's $65.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.3M | 16.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $8.2M | 14.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.5M | 11.3% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $4.2M | 7.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $3.6M | 6.3% |
| Vang GL Wellngtn Adm Vanguard · Mutual fund | $3.0M | 5.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 5.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 5.0% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2.4M | 4.2% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 3.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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).
The auditor signed off without reservation. This is the cleanest opinion.