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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $59,933 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,825 |
16 funds of $250K or more; 14 lines in all, holding $31.3M of the plan's $32.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $19.4M | 62.1% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $5.4M | 17.3% |
| IShares Russell BlackRock · ETF Index | $1.6M | 5.0% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $1.3M | 4.1% |
| Eaton Vance Tax-Managed Buy-Write Oppty Fund Morgan Stanley · Mutual fund | $1.1M | 3.5% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $808K | 2.6% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $520K | 1.7% |
| Columbia Small Cap Investment Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $475K | 1.5% |
| JPMorgan Government Bond Fund Select Class JPMorgan · Mutual fund | $203K | 0.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $145K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.