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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC11+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $56,850 |
MORGAN STANLEY SMITH BARNEY8 years Service code 27 1300 THAMES ST · BALTIMORE, MD 212313496 | Advisory (Plan) | $49,794 |
18 funds of $250K or more; 20 lines in all, holding $27.4M of the plan's $27.9M. From the 2025 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $14.9M | 54.3% |
| Vanguard 500 Index Admr Vanguard · Mutual fund Index | $2.3M | 8.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 7.0% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $1.3M | 4.9% |
| Franklin Utilities Fund Class R6 Franklin Templeton · Mutual fund | $1.3M | 4.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.1M | 4.0% |
| Putnam Franklin Templeton · Mutual fund Possible retail class A | $1.0M | 3.8% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $1.0M | 3.7% |
| Eaton Vance Income Fund of Boston Class R6 Morgan Stanley · Mutual fund | $715K | 2.6% |
| Vanguard Total Int St Index-Ad Vanguard · Mutual fund Index | $552K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.