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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $33,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,718 |
10 funds of $250K or more; 9 lines in all, holding $13.9M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.4M | 67.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 25.0% |
| International Growth Fund II Class R1 Manager not matched · Collective trust | $379K | 2.7% |
| Core Plus Bond Fund Class R1 Manager not matched · Collective trust | $319K | 2.3% |
| Small Cap Val III R1 Manager not matched · Collective trust | $116K | 0.8% |
| Stable Value Fund Class R1 Manager not matched · Stable value Stable value | $114K | 0.8% |
| Lzd Emrg Mkts EQ Adv Manager not matched · Collective trust | $106K | 0.8% |
| AS Spl Mid CP Val R6 Manager not matched · Mutual fund | $30K | 0.2% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $9K | <0.1% |
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.
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.